Daryl Weeden
Daryl Weeden is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Reno, NV, with 40 years of industry experience. Daryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
7665 Town Square Lane, Suite 205C, Reno, NV, 89523
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2012Other Business ActivitiesSells Insurance
Daryl is a Registered Representative with Weeden Capital Asset Management, providing advisory services and portfolio management, dedicating nearly full-time hours to this role. Daryl also holds a California Department of Insurance license, but has no immediate plans to use it, spending minimal time on it.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
The Variable Annuity Marketing CompanyBroker
Ur Financial, INC., a California CorporationBroker
Mutual of Omaha Fund Management CompanyBroker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.