Darren Hinshaw is a CFA-designated registered investment advisor at Lanark Financial, INC., based in Birmingham, AL, with 18 years of industry experience. Darren is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Federal Employees, and 6 more. Their firm serves 3,576 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees generally range from 0.50% to 2.50% annually based on the investment manager selected, portfolio size, and complexity. Fees are negotiable.
Fee Estimator
Location
1927 1st Avenue North, Birmingham, AL, 35203-0686
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Darren is involved with several non-profit organizations, including the Central Florida Boy Scouts, Valencia Foundation Board, and Salvation Army Board Orlando. He dedicates minimal time to each of these roles.
Employment History
Current Registrations
Lanark Financial, INC.Broker
Lanark Financial, INC.
Lanark Financial, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations7 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.
Exams
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