Daryl Fuchs, financial advisor Loveland CO
93 score

Daryl Fuchs

CRD Number: 5481386
Current Firm: Partnervest Advisory Services LLC

Daryl Fuchs (CRD# 5481386) is an Investment Advisor Representative working at Partnervest Advisory Services LLC in Loveland, CO and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Partnervest Advisory Services LLC Santa Barbara, CA Jun 2011 - Current 6
Senior Advisory Group Loveland, CO Jun 1984 - Current 33
Holland Advisory Services, Inc. Ormond Beach, FL Feb 2008 - May 2011 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2007
Contact Info for Daryl R. Fuchs
Phone Number: 805-966-1266
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    523
    MILLIONS
  • Total Number of Accounts
    2,176
    ACCOUNTS
  • Average Account Value
    $240,380
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, AZ, CA, CO, FL, GA, ID, IL, MA, MD, MI, MN, MO, MT, NC, NJ, NV, NY, OH, OR, PA, RI, TN, TX, UT, VA, WA

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

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