TrueAdvisor
TrueAdvisor
DB
DB

Darlene Elizabeth La Bree

Hartford Funds
8 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Hartford Funds
Compensation
Fee-Only (AUM)
Firm Size
48 advisors
Number of Clients
76 clients
Average Client Portfolio
$1.8B average
Assets Under Management
$137.8B

Location

690 Lee Road, Wayne, PA, 19087

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hartford Funds Distributors, LLC
February 2021 - Present · 5 yrs
Hartford Funds
February 2021 - Present · 5 yrs
Hartford Funds Distributors, LLCBroker
February 2021 - Present · 5 yrs
Previous Registrations
Citizens Investment Services
June 2020 - February 2021 · 8 mos
Citizens Securities, INC.Broker
June 2020 - February 2021 · 8 mos
Edward Jones
August 2017 - March 2020 · 2 yrs 7 mos
Edward JonesBroker
May 2017 - March 2020 · 2 yrs 10 mos
State Registrations8 states
IAKSLAMONEOKPATX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.