Daren Friedle
Daren Friedle is a registered investment advisor at LPL Financial LLC, based in Templeton, CA, with 35 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
294 S Main Street, Suite B, Templeton, CA, 93465
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Regulatory History (1)
Customer Dispute
April 2007Other Business Activities
Daren operates Far West Wealth Management as a DBA for his LPL business since 2013. This activity takes about half of Daren's time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Edward Jones
Edward JonesBroker
Wm Financial Services, INC.Broker
Great Western Financial Securities CorporationBroker
M.L. Stern & CO. INC.Broker
M.L. Stern & CO. INC.Broker
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.