Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daryl? Claim Your ProfileDaryl Lee Deke is an investment advisor representative at Captrust. Daryl has over 30 years of experience in the financial services industry. Daryl has a Series 63, 65 and 66 license as well as a Series 3, 6, 7 and 8 license. Daryl has held previous positions at Northern Trust Securities, Inc., Neuberger Berman LLC and Sanford C. Bernstein & Co., LLC. Daryl has a Bachelor of Science in Finance from the University of Southern California.
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.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
01/06/2022 - Present
Captrust (Nashville TN)
CA
09/02/2011 - 03/17/2014
NORTHERN TRUST SECURITIES, INC. (NEWPORT BEACH CA)
CA
07/01/2008 - 05/04/2011
NEUBERGER BERMAN LLC (NEWPORT BEACH CA)
NY
12/07/2000 - 10/13/2004
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
NY
04/19/1990 - 12/07/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
CA
04/07/1987 - 05/01/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
BOTH
Issued 02/12/2015
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/11/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/20/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/30/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1990
Series 3 - National Commodity Futures Examination
BC
Issued 04/06/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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