DC
ChFC
DC
ChFC

Darren M Candiotty

17 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
7 advisors
Number of Clients
320 clients
Average Client Portfolio
$153K average
Assets Under Management
$49.1M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

5122 Katella Ave., Suite 205, Los Alamitos, CA, 90720

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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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Other Business ActivitiesSells Insurance

Darren is a registered representative and a licensed insurance agent, potentially creating conflicts of interest due to commissions. He is also an officer and director of DHE Distributors, Inc. (property management) and Tee Off Together, Inc. (a nonprofit providing golf instruction).

Employment History
Current Registrations
Lifetime Financial, INC.
April 2017 - Present · 8 yrs 10 mos
Previous Registrations
Crown Capital Securities, L.P.
January 2017 - May 2017 · 4 mos
Crown Capital Securities, L.P.Broker
January 2017 - May 2017 · 4 mos
H. Beck, INC.
November 2011 - December 2016 · 5 yrs 1 mo
H. Beck, INC.Broker
November 2011 - December 2016 · 5 yrs 1 mo
MML Investors Services, LLC
May 2009 - August 2011 · 2 yrs 3 mos
MML Investors Services, LLCBroker
July 2008 - August 2011 · 3 yrs 1 mo
Ameriprise Financial Services, INC.
January 2008 - April 2008 · 3 mos
Ameriprise Financial Services, INC.Broker
November 2007 - April 2008 · 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.