Darien Croce, financial advisor Redding CA

Darien Croce

CRD Number: 4747766
Current Firm: Parallel Wealth Management

Darien Croce (CRD# 4747766) is an Investment Advisor Representative working at Parallel Wealth Management in Redding, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Parallel Wealth Management, LLC Redding, CA Mar 2017 - Current 7
Bank Of America N.a. Redding, CA Sep 2012 - Mar 2017 4
Merrill Lynch, Pierce, Fenner & Smith Incorporated Redding, CA Jun 2012 - Mar 2017 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2008
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Darien C. Croce
Phone Number: 530-605-1241
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    19
    MILLIONS
  • Total Number of Accounts
    101
    ACCOUNTS
  • Average Account Value
    $187,405
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
  • Educational seminars/workshops
Types of Clients
Registered States

CA

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