DW
CFP
DW
CFP

Darrell Warner

25 Years of Experience
Lynnwood, WA
Broker

Darrell Warner is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Lynnwood, WA, with 25 years of industry experience. Darrell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

3400 188th St Sw, Ste 500, Lynnwood, WA, 98037

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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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Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
January 2008 - Present · 18 yrs 9 mos
Wells Fargo Advisors
January 2008 - Present · 18 yrs 9 mos
Previous Registrations
A. G. Edwards & Sons, INC.Broker
June 2002 - January 2008 · 5 yrs 7 mos
A. G. Edwards & Sons, INC.
June 2002 - January 2008 · 5 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2001 - June 2002 · 10 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 2001 - June 2002 · 1 yr 2 mos
State Registrations19 states
AKALARAZCACOFLHIIDINMDMTOHORPATXVAVirgin IslandsWA
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.
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