Unclaimed
Daryl McMann is a financial advisor associated with LPL Financial LLC. Daryl has been in the financial industry since 2002. Daryl's registrations include Series 6, Series 7, Series 63, and Series 6TO. Daryl is currently registered to conduct business in Georgia. Daryl has experience with providing financial planning, portfolio management for individuals and businesses, consulting and other non-discretionary advisory services. Daryl has also previously been associated with Ameriprise Advisor Services, Inc..
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
07/10/2020 - Present
LPL Financial LLC (MARIETTA GA)
GA
10/01/2009 - 05/31/2016
LPL FINANCIAL LLC (ATHENS GA)
GA
01/01/2002 - 10/02/2009
AMERIPRISE ADVISOR SERVICES, INC. (ATHENS GA)
BC
Issued 07/22/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/12/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/10/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/10/2020
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/31/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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