John DarerCRD Number: 1196857
Current Firm: Advocacy Wealth Management, LLC
John Darer (CRD# 1196857) is an Investment Advisor Representative working at Advocacy Wealth Management, LLC in Stamford, CT and has over 31 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Certussecurities, Inc.||Atlanta, GA||May 2013 - Current||3|
|Advocacy Wealth Management Services, LLC||Atlanta, GA||Jan 2013 - Current||4|
|4structures.com, LLC||Stamford, CT||Feb 2000 - Current||16|
|Mml Investors Services Inc.||Stamford, CT||Jun 2009 - Jun 2011||2|
|Massmutual||Stamford, CT||Apr 2009 - Jun 2011||2|
|Northwestern Mutual Investment Services, LLC||Milwaukee, WI||Oct 1983 - Mar 2009||25|
|Northwestern Mutual Life||Milwaukee, WI||Jun 1983 - Mar 2009||25|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
|S66||NASAA Uniform Combined State Law Examination||Jan 2006|
Total Assets Under Management450MILLIONS
Total Number of Accounts819ACCOUNTS
Average Account Value$549,221
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
AL, AR, AZ, CA, CT, DE, FL, GA, HI, KS, LA, MA, MS, NC, NY, OH, PA, SC, SD, TN, TX, VA, VT, WI, WV
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