Darryl Poisson
Darryl Poisson is a registered investment advisor at Djp Wealth Management, LLC, based in Tampa, FL, with 18 years of industry experience. Darryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 43 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
DJP Wealth Management offers investment advisory services for a fee based on the value of your portfolio. The annual fee is billed quarterly in advance, with a maximum rate of 1.25%. The fee may be negotiable based on factors like the amount you invest and the complexity of your financial situation.
Location
4830 West Kennedy Boulevard, Suite 600, Tampa, FL, 33609
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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 ActivitiesSells Insurance
Darryl is a licensed independent insurance agent in Florida since 2007. This activity requires minimal time.
Employment History
Current Registrations
Djp Wealth Management, LLC
Previous Registrations
Summit Financial Group INC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations3 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.