Jeremy DarstekCRD Number: 5616975
Current Firm: Lpl Financial LLC
Jeremy Darstek (CRD# 5616975) is an Investment Advisor Representative working at Lpl Financial LLC in Naples, FL and has over 8 years of experience in the finance industry.
Hbks Wealth Advisors
Riverglades Family Offices, LLC
Independent Financial Partners
|Lpl Financial LLC||Naples, FL||Jun 2015 - Current||1|
|Coastal Physician Care||Naples, FL||Oct 2014 - Current||2|
|Personalized Physician Care||Naples, FL||May 2013 - Current||3|
|Axa Advisors, LLC||New York, NY||Oct 2011 - May 2015||3|
|Meridian Business Consultant||Fort Myers, FL||Oct 2011 - May 2015||3|
|Tulay Darstek Md Pa||Naples, FL||Jan 2009 - Jun 2013||4|
|Axa Advisors, LLC||Ft. Myers, FL||Jan 2011 - Oct 2011||< 1|
|Securian Financial Services||St. Paul, MN||Jul 2010 - Dec 2010||< 1|
|Omni Financial Services||Fort Myers, FL||Jul 2010 - Dec 2010||< 1|
|Minnesota Life Insurance Company||St. Paul, MN||Jul 2010 - Dec 2010||< 1|
|Guardian Life Insurance Co Of America||Naples, FL||Jun 2009 - Jun 2010||1|
|Park Avenue Securities LLC||Naples, FL||Jun 2009 - Jun 2010||1|
|Jdi Private||Naples, FL||Sep 2007 - Jun 2010||2|
|Emc||Coral Gables, FL||Sep 2007 - Nov 2009||2|
|Chart One||Rading, MA||May 2007 - Sep 2007||< 1|
|Unemployed||Coral Gables, FL||Apr 2007 - May 2007||< 1|
|Guidant Corp||St Paul, MN||Dec 2002 - Apr 2007||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2009|
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management112,086MILLIONS
Total Number of Accounts531,091ACCOUNTS
Average Account Value$211,049
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.