Matthew Darpel, financial advisor Crestview Hills KY
93 score

Matthew Darpel

CRD Number: 4458588
Current Firm: Independent Financial Partners

Matthew Darpel (CRD# 4458588) is an Investment Advisor Representative working at Independent Financial Partners in Crestview Hills, KY and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Crestview Hills, KY Oct 2013 - Current 3
Independent Financial Partners Crestview Hills, KY Oct 2013 - Current 3
Matthew L. Darpel P.s.c. Florence, KY Jun 2000 - Current 16
Cetera Advisors LLC Denver, CO Jan 2013 - Oct 2013 < 1
Multi-financial Securities Corporation Denver, CO Jan 2005 - Dec 2012 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Jul 2002
Contact Info for Matthew L. Darpel
Phone Number: 813-341-0960
Registered State(s):
  • KY
  • TX
  • OH
By the Numbers
  • Total Assets Under Management
    4,348
    MILLIONS
  • Total Number of Accounts
    24,542
    ACCOUNTS
  • Average Account Value
    $177,153
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, 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

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

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