Darin Tuttle (CRD# 6367439) is an Investment Advisor Representative working at Tuttle Ventures, LLC in Corona, CA and has over 7 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 5480138
Safeguard Investment Advisory Group, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Tuttle Ventures LLC | Corona, CA | May 2021 - Current | 3 |
Pacific Capital Wealth Advisors Inc. | Corona, CA | Jul 2018 - May 2021 | 2 |
Keatsconnelly LLC | Phoenix, AZ | Aug 2017 - Jul 2018 | < 1 |
Vanguard Marketing Corporation | Scottsdale, AZ | Oct 2016 - Jul 2017 | < 1 |
Goldman Sachs & Company | Salt Lake City, UT | Jan 2015 - Jul 2016 | 1 |
Brigham Young University | Provo, UT | Aug 2011 - Dec 2014 | 3 |
Goldman Sachs & Company | Salt Lake City, UT | Apr 2014 - Aug 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
S63 | Uniform Securities State Law Examination | Oct 2016 |
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Total Assets Under Management4MILLIONS
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Total Number of Accounts39ACCOUNTS
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Average Account Value$94,627
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA
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