Daryl Spirka (CRD# 4006179) is an Investment Advisor Representative working at Williams Financial, LLC in Bennington, VT and has over 23 years of experience in the finance industry. Daryl Spirka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6593537
Edward Jones
CRD# 5303702
Manchester Capital Management LLC
CRD# 4477713
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Williams Financial Management | Bennington, VT | Jan 2015 - Current | 9 |
| Lonergan And Thomas Ins. | Bennington, VT | May 2005 - Dec 2021 | 16 |
| Daryl Spirka, Cpa | Wilmington, VT | Sep 2002 - Dec 2021 | 19 |
| Quality Plumbing And Heating | Bennington, VT | Oct 2007 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2000 |
- MA
- NY
- TX
- VT
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Total Assets Under Management174MILLIONS
-
Total Number of Accounts797ACCOUNTS
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Average Account Value$218,912
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
FL, MA, NH, NY, TX, VT
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