Darren GeeCRD Number: 6596860
Current Firm: Charles Schwab & Company, Inc.
Darren Gee (CRD# 6596860) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in San Francisco, CA and has over 5 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Perigon Wealth Management, LLC
|Charles Schwab & Company, Inc.||San Francisco, CA||Oct 2018 - Current||3|
|Charles Schwab Bank||San Francisco, CA||Oct 2018 - Current||3|
|Jp Morgan Chase Bank, N.a.||San Francisco, CA||Feb 2017 - Oct 2018||1|
|Jp Morgan Securities LLC||San Francisco, CA||Dec 2015 - Oct 2018||2|
|California State University||Hayward, CA||Sep 2015 - Sep 2017||2|
|Jpmorgan Chase Bank||San Francisco, CA||Dec 2015 - Feb 2017||1|
|Wells Fargo||San Francisco, CA||Nov 2015 - Nov 2015||< 1|
|Unemployed||San Francisco, CA||Jul 2015 - Sep 2015||< 1|
|Verizon Wireless||San Francisco, CA||Oct 2014 - Jul 2015||< 1|
|Skyline College||San Bruno, CA||Aug 2012 - May 2015||2|
|Banana Republic||San Francisco, CA||Apr 2013 - Oct 2014||1|
|Nike||San Francisco, CA||Jul 2012 - Apr 2013||< 1|
|George Washington High School||San Francisco, CA||Aug 2008 - May 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2016|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, VI, VT, WA, WI, WV, WY
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.