Darcie Guerin
Darcie Guerin is a registered investment advisor at Raymond James & Associates, INC., based in Marco Island, FL, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
606 Bald Eagle Drive #401, Marco Island, FL, 34145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Darcie is the owner of DPG Insights, a business owner and officer of Pete's Island Rides (her husband's business), and a trustee. She also owns rental real estate through DPG Insights LLC, where she procures insurance and manages lease agreements.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
A. G. Edwards & Sons, INC.Broker
Nationsbanc Investments, INC.Broker
Barnett Investments, INC.Broker
Key Investments INC.Broker
Link Investment Services, INC.Broker
New England SecuritiesBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Uslife Equity Sales CORP.Broker
Dean Witter Reynolds INC.Broker
State Registrations37 states
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