Darin Bostic, financial advisor Orlando FL
83 score

Darin Bostic

CRD Number: 3021412
Current Firm: Schwab Private Client Investment Advisory, Inc.

Darin Bostic (CRD# 3021412) is an Investment Advisor Representative working at Schwab Private Client Investment Advisory, Inc. in Orlando, FL and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Stetson Futbol Association Deland, FL Aug 2015 - Current 1
Schwab Private Client Invest Adv Orlando, FL Jan 2012 - Current 4
Charles Schwab & Company, Inc. Orlando, FL May 1999 - Current 17
Deltona Youth Soccer Club Deltona, FL Sep 2013 - Jul 2015 1
Charles Schwab Bank, Orlando, FL Mar 2006 - Dec 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S65 NASAA Investment Advisors Law Examination May 1998
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:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Darin E. Bostic
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    67,823
    MILLIONS
  • Total Number of Accounts
    155,246
    ACCOUNTS
  • Average Account Value
    $436,876
Compensation Options
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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, VT, WA, WI, WV

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BADGES
83

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