Darrell ReaganCRD Number: 5460706
Current Firm: T. Rowe Price Advisory Services, Inc.
Darrell Reagan (CRD# 5460706) is an Investment Advisor Representative working at T. Rowe Price Advisory Services, Inc. in Colorado Springs, CO and has over 8 years of experience in the finance industry. Darrell Reagan 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.
Garrett Investment Advisors, LLC
Horizons Sustainable Financial Services, Inc.
Brooks Financial Planning
|T. Rowe Price||Colorado Springs, CO||Feb 2013 - Current||5|
|Securities America, Inc.||Colorado Springs, CO||Aug 2012 - Feb 2013||< 1|
|Securities America Advisors, Inc.||Colorado Springs, CO||Aug 2012 - Feb 2013||< 1|
|Precision Wealth Management||Colorado Springs, CO||Jul 2010 - Jul 2012||2|
|Springs Plans||Colorado Springs, CO||Sep 2003 - Jul 2012||8|
|New England Financial||Colorado Springs, CO||Nov 2007 - Jun 2010||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Total Assets Under Management4MILLIONS
Total Number of Accounts40ACCOUNTS
Average Account Value$90,573
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
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