Darrell TierneyCRD Number: 4447656
Current Firm: Windward Private Wealth Management Inc.
Darrell Tierney (CRD# 4447656) is an Investment Advisor Representative working at Windward Private Wealth Management Inc. in Overland Park, KS and has over 17 years of experience in the finance industry. Darrell Tierney 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.
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|Windward Private Wealth Management Inc.||Overland Park, KS||Jun 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 1999|
Total Assets Under Management124MILLIONS
Total Number of Accounts508ACCOUNTS
Average Account Value$244,539
- 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
KS, LA, MO, NH, TX