Darden Smith (CRD# 2201076) is an Investment Advisor Representative working at Lpl Financial LLC in South Boston, VA and has over 32 years of experience in the finance industry.
CRD# 6491200
Cambridge Investment Research Advisors, Inc.
CRD# 2367976
Raymond James Financial Services Advisors, Inc.
CRD# 4556242
Boelte O'hara Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | South Boston, PA | Dec 2022 - Current | 1 |
| Equitable Advisors, LLC | New York, NY | Sep 1999 - Dec 2022 | 23 |
| Axa Advisors, LLC | New York, NY | Sep 1999 - Jun 2020 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1991 |
| S65 | NASAA Investment Advisors Law Examination | Sep 1999 |
- VA
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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