DV
DV

Daryl Vrbas

16 Years of Experience
Memphis, TN
Broker

Daryl Vrbas is a registered investment advisor at LPL Financial LLC, based in Memphis, TN, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

Loading...

Location

5855 & 5851 Ridge Bend Rd, Memphis, TN, 38120

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

Daryl is associated with Benchmark Wealth Management since 2009. He is also involved with a family farm LLC since 2014.

Employment History
Current Registrations
LPL Financial LLC
May 2009 - Present · 17 yrs
LPL Financial LLCBroker
March 2009 - Present · 17 yrs 2 mos
State Registrations1 state
TN
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.
Daryl Vrbas - Financial Advisor | TrueAdvisor