Thomas Darden (CRD# 6616518) is an Investment Advisor Representative working at Jim Saulnier & Associates, LLC in Fort Collins, CO and has over 8 years of experience in the finance industry. Thomas Darden 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# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
CRD# 4737171
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Jim Saulnier & Associates, LLC | Fort Collins, CO | Aug 2019 - Current | 4 |
Jim Saulnier & Associates | Fort Collins, CO | May 2019 - Current | 5 |
Bank Of America, N.a. | Durham, NC | Oct 2016 - Current | 7 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Durham, NC | Aug 2016 - Current | 7 |
Na | Na, NC | Sep 2017 - May 2019 | 1 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Durham, NC | Aug 2016 - Sep 2017 | 1 |
Unemployed | Pittsboro, NC | Jul 2016 - Jul 2016 | < 1 |
Edward Jones | Saint Louis, MO | Mar 2016 - Jun 2016 | < 1 |
Na | Na, NC | Sep 2015 - Mar 2016 | < 1 |
Glaxosmithkline | Rtp, NC | Aug 2009 - Sep 2015 | 6 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- NC
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts443ACCOUNTS
-
Average Account Value$262,842
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, CO, IL, NC, NH, NJ, PA, TX, WA
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