Darian Hogle (CRD# 5984324) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Brea, CA and has over 12 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Brea, CA | Dec 2022 - Current | 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Brea, CA | Oct 2022 - Current | 1 |
| Bancwest Investment Services, Inc. | Newport Beach, CA | Nov 2020 - Current | 3 |
| Bank Of The West | Newport Beach, CA | Nov 2020 - Current | 3 |
| Insure Oc Insurance Agency | Costa Mesa, CA | Aug 2018 - Current | 5 |
| Principal Life Insurance Company | Costa Mesa, CA | Sep 2018 - Oct 2020 | 2 |
| Principal Securities Incorparated | Costa Mesa, CA | Sep 2018 - Oct 2020 | 2 |
| Transamerica Financial Advisors, Inc. | Glendale, CA | Sep 2016 - Sep 2018 | 2 |
| Goosehead Insurance Agency | Newport Beach, CA | Nov 2015 - Sep 2018 | 2 |
| World Financial Group, Inc. | Glendale, CA | Sep 2015 - Sep 2018 | 3 |
| Darian Hogle Insurance Agency | Newport Beach, CA | Oct 2014 - Sep 2018 | 3 |
| State Farm Insurance | Newport Beach, CA | Mar 2014 - Oct 2015 | 1 |
| State Farm Vp Management Corp. | Costa Mesa, CA | Mar 2014 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2011 |
- CA
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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