DC
DC

Darrin Cohen

28 Years of Experience
Alpharetta, GA
Broker

Darrin Cohen is a registered investment advisor at LPL Financial LLC, based in Alpharetta, GA, with 28 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

5755 N Point Parkway, Ste 232, Alpharetta, GA, 30022

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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 Activities

Darrin operates Wealth Enhancement And Preservation Of GA as a DBA for his LPL business, dedicating full-time hours. He also owns DARCO Financial for tax/investment purposes and Feed the Well BBQ, spending about a quarter of his time on the latter, as well as Cat Security, Honey Do Home Maintenance, and Move-ly, each taking minimal time.

Employment History
Current Registrations
LPL Financial LLCBroker
August 2023 - Present · 2 yrs 11 mos
LPL Financial LLC
August 2023 - Present · 2 yrs 11 mos
Previous Registrations
Red Triangle, LLC
March 2016 - November 2023 · 7 yrs 8 mos
Wealth Enhancement & Preservation
December 2014 - October 2023 · 8 yrs 10 mos
Triad Advisors LLCBroker
December 2014 - August 2023 · 8 yrs 8 mos
Kovack Securities INC.Broker
October 2014 - December 2014 · 2 mos
Resource Horizons Investment Advisory, INC.
May 2008 - December 2014 · 6 yrs 7 mos
Resource Horizons Group LLCBroker
March 2004 - October 2014 · 10 yrs 7 mos
Resource Horizons Group, L.L.C.
March 2004 - December 2007 · 3 yrs 9 mos
Oneamerica Securities, INC.
March 2003 - April 2004 · 1 yr 1 mo
Oneamerica Securities, INC.Broker
March 2002 - April 2004 · 2 yrs 1 mo
Mony Securities CorporationBroker
March 1999 - March 2002 · 3 yrs
Waddell & Reed, INC.Broker
November 1998 - March 1999 · 4 mos
The Advisors Group, INC.Broker
April 1998 - October 1998 · 6 mos
Prudential Securities IncorporatedBroker
March 1996 - May 1996 · 2 mos
Edward D. Jones & CO., L.P.Broker
June 1994 - May 1995 · 11 mos
State Registrations29 states
ALARAZCACOFLGAIDILINKYLAMIMOMSMTNCNJNVNYOHORPASCTNTXVAWAWY
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.
Darrin Cohen - Financial Advisor | TrueAdvisor