Jeremy Darstek, financial advisor Naples FL
81 score

Jeremy Darstek

CRD 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 7 years of experience in the finance industry.

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Company Name Location Dates Years
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
Disclosure Information

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
Get Details on the FINRA Advisor Check site
Contact Info for Jeremy L. Darstek
Phone Number: 617-423-3644
Firm Website: http://www.lpl.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Jeremy Darstek and other advisors.
BADGES
81

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