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Financial Planning Services Advisors in California
35,804 Results
Unclaimed

Stratos Wealth Partners, Ltd. | CFP ® (Certifications)

location

Redwood City, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Darren Gee is a financial advisor registered in California and Texas. Darren has been working in the financial industry since January 28, 2016. Darren is currently a registered representative at Stratos Wealth Partners, Ltd. and has been with the firm since July 2024. Prior to this, Darren worked at Charles Schwab & Co., Inc. and JP Morgan Securities LLC. Darren holds the Series 6, 7TO, 63, and 65 licenses. Darren is a Certified Financial Planner. Darren has a strong commitment to providing clients with personalized financial advice and guidance. Darren is passionate about helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

J.p. Morgan Securities LLC | CFP ® (Certifications)

location

CYPRESS, CA

experience

15 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Darren Anthony Chia is a financial advisor with over 13 years of experience in the industry. Darren is a Certified Financial Planner and has been registered with J.P. Morgan Securities LLC since 2012. Darren specializes in providing financial planning, portfolio management, and pension consulting services. Darren's previous experience includes positions at Chase Investment Services Corp and Metlife Securities Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed
location

Woodland Hills, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Darren M. Kremicki is a financial advisor currently registered with Morgan Stanley and has been in the industry since 2018. Darren has a Series 66 license and a Series 7 license. Darren is registered with the state of California and Texas. Previously, Darren worked at AXA Advisors, LLC.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Tweet Management Services, Inc.

location

Encinitas, CA

0 Disclosures

ADVISOR BIO

Darren Devries is an Investment Advisor Representative with Tweet Management Services, Inc. based in Encinitas, CA. Darren has over 10 years of experience in the financial services industry. Darren has been associated with Tweet Management Services, Inc. since June 2016. Previously, Darren was associated with VOYA FINANCIAL ADVISORS, INC. from July 2013 until December 2015. Darren holds Series 7 and Series 66 licenses. Darren specializes in providing financial planning, portfolio management for individuals, and pension consulting services.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Individuals
Unclaimed
location

Los Angeles, CA

experience

23 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Darren Edwards is a financial advisor who has been in the industry since September 2, 2002. Darren is registered with Morgan Stanley and has been with them since September 2015. Prior to joining Morgan Stanley, Darren was registered with UBS Financial Services Inc. from September 3, 2002, to November 5, 2007. Darren is also registered with Credit Suisse Securities (USA) LLC from October 18, 2007, to October 2, 2015. Darren is licensed to sell securities in 35 states and has Series 66, Series 7 and SIE licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

LPL Financial LLC | CFC ® (Certifications)

location

NEWPORT BEACH, CA

experience

39 Years Experience

0 Disclosures

ADVISOR BIO

Darren Mason is a financial advisor with over 30 years of experience in the financial industry. He is currently registered with LPL Financial LLC and holds a Series 6, 7, 24, 63 and 65 licenses. Mason has extensive experience in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. He is also a Chartered Financial Consultant and offers insurance products through Crump and other insurance carriers. Mason is committed to helping his clients achieve their financial goals and to providing them with the highest level of service.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

J.p. Morgan Securities LLC

location

FOUNTAIN VALLEY, CA

experience

10 Years Experience

disclosure

1 Disclosures

ADVISOR BIO

Darren N Bui is an Investment Advisor Representative with J.P. Morgan Securities LLC, a broker-dealer registered with FINRA. Darren is licensed to conduct securities transactions in several states, including California and Texas. Darren has been in the industry for 8 years. In addition to his series 6, 7, 63, and 66 licenses, he also holds the SIE license. Darren specializes in providing financial planning and portfolio management services to individuals and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

CYPRESS, CA

experience

30 Years Experience

0 Disclosures

ADVISOR BIO

Darren Kington is an investment advisor representative registered with LPL Financial LLC. Darren has been in the industry since December 1994 and is currently registered in 24 states. Darren holds a Series 63, Series 24 and Series 7 licenses. Darren has a total of 24 years of experience in the financial services industry, including experience with Kington & Associates and LPL Financial, LLC (Formerly: LINSCO/PRIVATE LEDGER CORP.). Darren specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Darren's firm, LPL Financial LLC, manages over $463 billion in assets and has a client base of over 168,000 individuals and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

LPL Financial LLC

location

SAN DIEGO, CA

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Darren Poland is a financial advisor with over 1 year of experience in the industry. Darren has a strong background in the financial services industry, having worked previously at Lucia Securities, LLC. Darren is registered with the state of California and holds the Series 66, Series 24, SIE and Series 7 licenses. Darren currently works at LPL Financial LLC and specializes in providing financial planning and advisory services to individuals, corporations, and other businesses. Darren can be reached at the LPL Financial LLC office located at 16789 BERNARDO CENTER DR, SAN DIEGO, CA 92128.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

Santa Monica, CA

experience

30 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

Darren Andrew Wald is a financial advisor with over 25 years of experience in the industry. Darren has a proven track record of success in providing investment advice and portfolio management services to a wide range of clients, including individuals, families, businesses, and institutions. Darren is currently registered with Morgan Stanley and has previously held positions at RBC Dain Rauscher Inc., Sutro & Co. Incorporated, Deutsche Banc Alex. Brown Inc., DB Alex. Brown LLC, Prudential Securities Incorporated, and Smith Barney Inc. Darren is a highly qualified and experienced advisor with a strong commitment to client service and satisfaction.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE

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