Darrell Jayroe (CRD# 2406807) is an Investment Advisor Representative working at Inspire Investing, LLC in Tulsa, OK and has over 30 years of experience in the finance industry. Darrell Jayroe 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# 6013679
Burkholder Wealth Management
CRD# 6163683
Sageoak Financial, LLC
CRD# 6250526
Lpl Financial LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Inspire Advisors, LLC | Tulsa, OK | Jan 2022 - Current | 2 |
| Inspire Investing, LLC | Tulsa, OK | Sep 2016 - Current | 7 |
| Bok Financial Securities, Inc. | Tulsa, OK | Oct 2012 - Sep 2016 | 3 |
| Bokf, Na | Tulsa, OK | Oct 2004 - Sep 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1993 |
| S65 | NASAA Investment Advisors Law Examination | May 1994 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- OK
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Total Assets Under Management2,562MILLIONS
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Total Number of Accounts470ACCOUNTS
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Average Account Value$5,451,561
- 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
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Other
CA, FL, HI, ID, IN, LA, MI, MO, NE, NH, OH, OK, OR, TN, TX, UT, VA, WA
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