Darrell Champagne, financial advisor Beaumont TX
93 score

Darrell Champagne

CRD Number: 5406542
Current Firm: Summit Financial Group Inc.

Darrell Champagne (CRD# 5406542) is an Investment Advisor Representative working at Summit Financial Group Inc. in Beaumont, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Summit Brokerage Service Inc. Beaumont, TX Jun 2014 - Current 2
Summit Financial Group Inc. Beaumont, TX Jun 2014 - Current 2
Mobiloil Financial Beaumont, TX Nov 2008 - Current 8
Lpl Financial, LLC Beaumont, TX Nov 2008 - Jun 2014 5
H.d. Vest Nederland, TX Jun 2008 - Nov 2008 < 1
Eileen H. Law Cpa, Pc Nederland, TX Jun 2008 - Nov 2008 < 1
H.d.vest Advisory Services Nederland, TX Jun 2008 - Nov 2008 < 1
Merrill Lynch Beaumont, TX Aug 2007 - May 2008 < 1
West End Hardware Groves, TX Feb 2002 - Aug 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2008
Contact Info for Darrell D. Champagne
Phone Number: 561-338-2600
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    1,671
    MILLIONS
  • Total Number of Accounts
    8,086
    ACCOUNTS
  • Average Account Value
    $206,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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