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Daryl Eugene Surber

Chapin, Davis

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About Daryl Eugene Surber

Daryl Eugene Surber is an investment advisor representative at Chapin, Davis. Daryl Eugene Surber is registered with Financial Industry Regulatory Authority (FINRA) and has been in the securities industry for 2 years. Daryl Eugene Surber has passed the SIE, Series 7TO, and Series 66 exams. Daryl Eugene Surber currently holds registrations in 21 states.

Firm Information

Daryl Surber is currently registered with Chapin, Davis. Chapin, Davis is a corporation headquartered in BALTIMORE, MD, United States, formed on 1990-12-12. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have a total of 684 client accounts, with $417,434,640 in regulatory assets under management. Their client base consists primarily of individuals, with a smaller number of corporations or other businesses.
Chapin, Davis

1411 CLARKVIEW ROAD

BALTIMORE, MD 21209

$417.43M

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Concessions paid by issuers of securities sold to clients

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Daryl Surber’s Registration & Firm History

IL

05/11/2023 - Present

Chapin, Davis (PEORIA IL)

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Licenses & Designations

BOTH

Issued 05/04/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/18/2023

Series 7TO - General Securities Representative Examination

BC

Issued 12/09/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daryl Eugene Surber.
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