Deborah Darchi (CRD# 5983035) is an Investment Advisor Representative working at Invst, LLC in Oldsmar, FL and has over 7 years of experience in the finance industry. Deborah Darchi 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# 3229164
Commonwealth Financial Network
CRD# 5969810
Cambridge Investment Research Advisors, Inc.
CRD# 843581
Financial Guidance Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invst, LLC | Oldsmar, FL | May 2021 - Current | 2 |
| Provise Management Group, LLC | Clearwater, FL | Nov 2015 - Apr 2021 | 5 |
| Unemployed | Tampa, FL | Sep 2015 - Nov 2015 | < 1 |
| Shamley Financial Consulting Inc. | Tampa, FL | Sep 2009 - Sep 2015 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2016 |
- FL
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Total Assets Under Management1,347MILLIONS
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Total Number of Accounts5,139ACCOUNTS
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Average Account Value$262,161
- A percentage of assets under your management
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