Darrin Arbaugh, financial advisor Potomac MD
90 score

Darrin Arbaugh

CRD Number: 6041844
Current Firm: Convergent Wealth Advisors, LLC

Darrin Arbaugh (CRD# 6041844) is an Investment Advisor Representative working at Convergent Wealth Advisors, LLC in Potomac, MD and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Convergent Wealth Advisors Potomac, MD May 2010 - Current 6
Unemployed New Windsor, MD Jul 2009 - May 2010 < 1
Wms Partners Towson, MD Aug 2008 - Jul 2009 < 1
Millennial Media Baltimore, MD Nov 2007 - Aug 2008 < 1
Winfield Liquors Winfield, MD Jun 2007 - Oct 2007 < 1
Gettysburg College Gettysburg, PA Aug 2004 - May 2007 2
Gettysburg College Gettysburg, PA Aug 2003 - May 2007 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2012
Contact Info for Darrin W. Arbaugh
Phone Number: 301-770-6300
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    4,693
    MILLIONS
  • Total Number of Accounts
    2,961
    ACCOUNTS
  • Average Account Value
    $1,585,089
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, WA

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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