Yvonne Darby (CRD# 7390024) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 2 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Sherwood Financial Partners | Westlake Village, CA | Mar 2021 - Current | 3 |
Fullscreen | Los Angeles, CA | Jul 2019 - Feb 2021 | 1 |
Fullscreen | Los Angeles, CA | Oct 2017 - Jun 2019 | 1 |
Mcbeard | Los Angeles, CA | Jul 2016 - Sep 2017 | 1 |
Mcbeard | Los Angeles, CA | May 2015 - Jun 2016 | 1 |
Mcbeard | Los Angeles, CA | Jun 2014 - Apr 2015 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- CA
-
Total Assets Under Management292MILLIONS
-
Total Number of Accounts173ACCOUNTS
-
Average Account Value$1,685,421
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, CO, TX
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