Darien Horton, financial advisor San Diego CA

Darien Horton

CRD Number: 6689178
Current Firm: Cascade Financial Partners, LLC

Darien Horton (CRD# 6689178) is an Investment Advisor Representative working at Cascade Financial Partners, LLC in San Diego, CA and has over 7 years of experience in the finance industry. Darien Horton 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.

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Professional Designations
Company Name Location Dates Years
Cascade Financial Partners, LLC San Diego, CA Aug 2023 - Current < 1
Creative Planning, Inc. Overland Park, KS Mar 2020 - Aug 2023 3
Jackson Wealth Management Group, Inc. San Diego, CA Jun 2016 - Feb 2020 3
Geico Poway, CA Jan 2016 - Jun 2016 < 1
San Diego State University-student Life San Diego, CA Jan 2015 - Dec 2015 < 1
Geico Poway, CA Jun 2015 - Aug 2015 < 1
San Diego State Univeristy San Diego, CA Sep 2014 - Dec 2014 < 1
Torrey Cove Capital Partners La Jolla, CA Apr 2014 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2016
Contact Info for Darien L. Horton
Phone Number: 619-804-2664
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    755
    MILLIONS
  • Total Number of Accounts
    669
    ACCOUNTS
  • Average Account Value
    $1,128,717
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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