DM
CFP
DM
CFP

Darren March

24 Years of Experience
West Lawn, PA
Broker

Darren March is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in West Lawn, PA, with 24 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

1103 Rocky Drive, Suite 203, West Lawn, PA, 19609

Get directions

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.

Learn about disclosures →
Other Business Activities

Darren is the President of Avenues Foundation and a committee member for Schuylkill County Charity Bowl Basketball Committee, both non-profit organizations. He also owns March Lutz Wealth Advisors and SML Financial Services, both support companies, dedicating a few hours per week to each.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2010 - Present · 16 yrs 4 mos
Raymond James Financial Services, INC.Broker
August 2009 - Present · 16 yrs 9 mos
Previous Registrations
LPL Financial CorporationBroker
September 2006 - August 2009 · 2 yrs 11 mos
Knbt Securities, INC.Broker
May 2005 - October 2006 · 1 yr 5 mos
Uvest Financial Services Group, INC.Broker
July 2004 - May 2005 · 10 mos
Hackett Associates, INC.Broker
May 2003 - July 2004 · 1 yr 2 mos
T.H.E. Financial Group, LTDBroker
October 2001 - May 2003 · 1 yr 7 mos
State Registrations26 states
AZCACODEFLGAIAILINKYLAMAMDMEMIMNNCNJNYOHPASCTXVAWAWI
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.