DW
CFP
DW
CFP

Daryce Wyborney

38 Years of Experience
Spokane, WA
BrokerSells Insurance

Daryce Wyborney is a CFP-designated registered investment advisor at LPL Financial LLC, based in Spokane, WA, with 38 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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Location

201 W North River Dr Ste 500, Spokane, WA, 99201

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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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Other Business ActivitiesSells Insurance

Daryce is co-owner of Don Sorensen LLC since 1980, operates her investment-related business from home since 1995, and runs Riverview Wealth Strategies as a DBA for her LPL business, dedicating about half her time. She also engages in non-variable insurance activities through Crump and Associates of Clifton Park, and provides notary services.

Employment History
Current Registrations
LPL Financial LLC
July 2021 - Present · 5 yrs
LPL Financial LLCBroker
July 2021 - Present · 5 yrs
Previous Registrations
Waddell & Reed
March 1990 - July 2021 · 31 yrs 4 mos
Waddell & ReedBroker
September 1987 - July 2021 · 33 yrs 10 mos
State Registrations32 states
AKALAZCACOFLGAIDILKSKYLAMIMOMSMTNCNDNHNJNMNVNYOHORSCSDTXUTVAWAWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Daryce Wyborney - Financial Advisor | TrueAdvisor