Darin BosticCRD 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.
Ameriprise Financial Services, Inc.
Alconbury Trust L.l.c
|Stetson Futbol Association||Deland, FL||Aug 2015 - Current||1|
|Schwab Private Client Invest Adv||Orlando, FL||Jan 2012 - Current||5|
|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|
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
Total Assets Under Management67,823MILLIONS
Total Number of Accounts155,246ACCOUNTS
Average Account Value$436,876
- Financial planning services
- Portfolio management for individuals and/or small businesses
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