Darrell Doi, financial advisor San Ramon CA
93 score

Darrell Doi

CRD Number: 5613672
Current Firm: Park Avenue Securities LLC

Darrell Doi (CRD# 5613672) is an Investment Advisor Representative working at Park Avenue Securities LLC in San Ramon, CA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Guardian Life Insurance Co Of America San Ramon, CA Jun 2009 - Current 7
Park Avenue Securities LLC San Ramon, CA Jun 2009 - Current 7
Park Avenue Securities Walnut Creek, CA Mar 2009 - Jun 2009 < 1
Guardian Life Insurance Company Of America Walnut Creek, CA Feb 2009 - Jun 2009 < 1
Unemployed Walnut Creek, CA Dec 2008 - Feb 2009 < 1
Nationwide Securities, LLC Walnut Creek, CA Oct 2008 - Dec 2008 < 1
Wachovia Petaluma, CA Apr 2003 - Oct 2008 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2008
S65 NASAA Investment Advisors Law Examination Dec 2008
Contact Info for Darrell T. Doi
Phone Number: 1-888-600-4667
Registered State(s):
  • CA
  • MA
  • TX
  • IL
  • OK
By the Numbers
  • Total Assets Under Management
    6,646
    MILLIONS
  • Total Number of Accounts
    39,311
    ACCOUNTS
  • Average Account Value
    $169,065
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 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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