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Darhyl Pulley

21 Years of Experience
Mooresville, NC
1 DisclosureBrokerSells Insurance

Darhyl Pulley is a registered investment advisor at Capital Analysts, based in Mooresville, NC, with 21 years of industry experience. Darhyl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
648 advisors
Number of Clients
17,698 clients
Average Client Portfolio
$492K average
Assets Under Management
$8.7B

Fee Structure

Planning is included in investment management

Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.

Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.

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Location

109 Chuckwood Road, Suite 115, Mooresville, NC, 28117

Get directions

History

Regulatory History (1)
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Criminal
November 2003
Final Disposition
Other Business ActivitiesSells Insurance

Darhyl is the President of Innovative Wealth Planning, Inc., an S Corp for payroll and taxes, and spends minimal time on it. He also works as a life insurance representative and is the President of Monarch Coffee, Inc., a potential future coffee shop.

Employment History
Current Registrations
Capital Analysts
July 2016 - Present · 9 yrs 10 mos
Lincoln Investment
November 2007 - Present · 18 yrs 6 mos
Lincoln InvestmentBroker
November 2007 - Present · 18 yrs 6 mos
Previous Registrations
Metlife Securities INC.
December 2005 - October 2007 · 1 yr 10 mos
Metlife Securities INC.Broker
January 2005 - October 2007 · 2 yrs 9 mos
Metropolitan Life Insurance CompanyBroker
January 2005 - July 2007 · 2 yrs 6 mos
State Registrations4 states
MDNCOHSC
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.