Douglas Darling, financial advisor Ephrata PA
93 score

Douglas Darling

CRD Number: 3176396
Current Firm: Lincoln Financial Advisors Corporation

Douglas Darling (CRD# 3176396) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Ephrata, PA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Ephrata, PA Jan 2017 - Current 1
Aevidum Financial Services Ephrata, PA May 2010 - Current 7
Hd Vest Insurance Agency Inc. Irving, TX Mar 2016 - Jan 2017 < 1
H.d. Vest Advisory Services Ephrata, PA Feb 2005 - Jan 2017 11
H.d. Vest Investment Services Ephrata, PA Aug 2003 - Jan 2017 13
Underwriting Specialists, Inc. Ephrata, PA Jan 2005 - Dec 2011 6
Envision Financial Svc Ephata, PA Jul 2003 - Jun 2010 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1999
S66 NASAA Uniform Combined State Law Examination Jan 2005
Contact Info for Douglas A. Darling
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    15,326
    MILLIONS
  • Total Number of Accounts
    55,801
    ACCOUNTS
  • Average Account Value
    $274,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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

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