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CFP
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CFP

Darla Main

Main Advisory, INC.
37 Years of Experience
Canonsburg, PA
Sells Insurance
View SEC Summary
View SEC Summary

Darla Main is a CFP-designated registered investment advisor at Main Advisory, INC., based in Canonsburg, PA, with 37 years of industry experience. Darla operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 214 clients with $160M in assets under management.

Main Advisory, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
214 clients
Average Client Portfolio
$760K average
Assets Under Management
$162.7M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees range from 0.35% to 1.25% annually based on factors such as scope, complexity, and asset level. Fees are negotiable at the sole discretion of Main Advisory.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2400 Ansys Drive, Suite 102, Canonsburg, PA, 15317

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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

Darla has been a fixed insurance agent since 2000. This activity is not investment-related.

Employment History
Current Registrations
Main Advisory, INC.
October 2023 - Present · 3 yrs
Previous Registrations
The Strategic Financial Alliance
October 2017 - December 2023 · 6 yrs 2 mos
The Strategic Financial Alliance, INC.Broker
October 2017 - December 2023 · 6 yrs 2 mos
Cetera Advisors LLCBroker
January 2004 - November 2017 · 13 yrs 10 mos
Cetera Advisors LLC
January 2004 - November 2017 · 13 yrs 10 mos
Main Advisory Incorporated
February 2001 - February 2011 · 10 yrs
Ifg Advisory Services INC
August 1995 - January 2004 · 8 yrs 5 mos
Ifg Network Securities, INC.Broker
October 1993 - January 2004 · 10 yrs 3 mos
Thomas M. Nixon & Associates, INC.Broker
July 1989 - November 1993 · 4 yrs 4 mos
State Registrations2 states
PATX
Advisor

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.
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