DQ
DQ
Daryl Quarles
32 Years of Experience
Memphis, TN
1 DisclosureBroker
Daryl Quarles is a registered investment advisor at Wells Fargo Advisors, based in Memphis, TN, with 32 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
6075 Poplar Ave, Ste 650, Memphis, TN, 38119
Get directionsHistory
Regulatory History (1)
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Customer Dispute
November 2001Closed-No Action
Employment History
Current Registrations
Wells Fargo Advisors
March 2010 - Present · 16 yrs 4 mos
Wells Fargo Clearing Services, LLCBroker
March 2010 - Present · 16 yrs 4 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - April 2010 · 10 mos
Morgan Stanley Smith Barney LLC
June 2009 - April 2010 · 10 mos
Citigroup Global Markets INC.
April 2004 - June 2009 · 5 yrs 2 mos
Citigroup Global Markets INC.Broker
December 2000 - June 2009 · 8 yrs 6 mos
Morgan Keegan & Company, INC.Broker
September 1997 - December 2000 · 3 yrs 3 mos
John Hancock Distributors, INC.Broker
December 1993 - October 1997 · 3 yrs 10 mos
John Hancock Mutual Life Insurance CompanyBroker
December 1993 - May 1997 · 3 yrs 5 mos
State Registrations20 states
ARCACOCTDCFLGAHIILINLAMDMIMSNCNMSCTNTXVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.