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.
CRD# 5769283
Paradigm Shift Financial, LLC
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
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 |
- CA
-
Total Assets Under Management755MILLIONS
-
Total Number of Accounts669ACCOUNTS
-
Average Account Value$1,128,717
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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