Darren Vilardo, financial advisor Prescott AZ
93 score

Darren Vilardo

CRD Number: 1996281
Current Firm: Retirement Wealth Advisors, Inc.

Darren Vilardo (CRD# 1996281) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Prescott, AZ and has over 19 years of experience in the finance industry.

Similar Advisors
Alan Anderson, financial advisor Prescott AZ
Alan A. Anderson
CRD# 4881991
Yavapai Financial Planning, LLC
Score
96
Similar Advisors
Michael Bacci, financial advisor Prescott AZ
Michael R. Bacci
CRD# 3185060
Royal Alliance Associates, Inc.
Score
96
Similar Advisors
Trent Bowers, financial advisor Prescott AZ
Trent A. Bowers
CRD# 4016539
Narus Financial Partners, LLC
Score
96
Company Name Location Dates Years
Davinci Wealth Prescott, AZ Oct 2014 - Current 2
Retirement Wealth Advisors, Inc. Prescott, AZ Aug 2014 - Current 2
Inland Retirement Advisors Rancho Cucamonga, CA Mar 2010 - Oct 2014 4
Starfox Financial Services, LLC Apple Valley, CA Dec 2012 - Aug 2014 1
Foundation For Financial Education Rancho Cucamonga, CA Jul 2012 - Jun 2013 < 1
Securities America Inc. Lavista, NE Feb 2010 - Dec 2012 2
Cooper Mcmanus Rancho Cucamonga, CA Feb 2010 - Dec 2012 2
Ubs Financial Services Inc. Redlands, CA Feb 2009 - Feb 2010 1
Citigroup Global Markets Inc. Claremont, CA Mar 2002 - Feb 2009 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1997
S65 NASAA Investment Advisors Law Examination Jul 1999
Contact Info for Darren J. Vilardo
Phone Number: 616-667-2150
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.