Darrell Doi (CRD# 5613672) is an Investment Advisor Representative working at Invesdid in Benicia, CA and has over 15 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Invesdid, Inc. | Benicia, CA | Dec 2017 - Current | 6 |
| Sole Proprietor | Benicia, CA | Feb 2016 - Current | 8 |
| Park Avenue Securities LLC | San Ramon, CA | Mar 2009 - Feb 2018 | 8 |
| Liberty Id | Benicia, CA | Jun 2017 - Dec 2017 | < 1 |
| Guardian Life Insurance Co Of America | San Ramon, CA | Mar 2009 - Jan 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2008 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2008 |
- CA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA, TX
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