DS
CFP
DS
CFP

Darin Shebesta

17 Years of Experience
Scottsdale, AZ
BrokerSells Insurance

Darin Shebesta is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Scottsdale, AZ, with 17 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
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Location

Scottsdale, AZ

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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

Darin teaches CFP Board Ethics Continuing Education courses and works as an agent selling disability insurance and life/long-term care insurance. He also works as an independent contractor for Possibility Wealth Advisors, LLC, dedicating about half of his time to this DBA for his financial planning/investment advisory practice.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
May 2016 - Present · 10 yrs 2 mos
Raymond James Financial Services, INC.
April 2016 - Present · 10 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2016 - Present · 10 yrs 3 mos
Previous Registrations
Jackson Roskelley Wealth Advisors, INC.
March 2011 - May 2020 · 9 yrs 2 mos
Cambridge Investment Research Advisors, INC.
May 2010 - April 2016 · 5 yrs 11 mos
Cambridge Investment Research, INC.Broker
May 2008 - April 2016 · 7 yrs 11 mos
State Registrations22 states
ARAZCACOFLGAIAILINMAMINCNMNYOHPASCTNTXUTWAWI
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.
Darin Shebesta - Financial Advisor | TrueAdvisor