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Darla Wise

16 Years of Experience
Williamsport, PA
BrokerSells Insurance

Darla Wise is a registered investment advisor, based in Williamsport, PA, with 16 years of industry experience.

Location

Oaks Plaza 2350 E. Third Street, Suite 6, Williamsport, PA, 17701

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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

Darla is a Wealth Manager/Partner at Merit Financial Group, dedicating full-time hours to serving clients. She also works as an insurance agent providing fixed insurance advice, dedicating minimal time to this activity.

Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2024 - Present · 1 yr 9 mos
Merit Financial Advisors
May 2023 - Present · 3 yrs
Previous Registrations
LPL Financial LLCBroker
May 2023 - August 2024 · 1 yr 3 mos
Cambridge Investment Research, INC.Broker
July 2020 - May 2023 · 2 yrs 10 mos
Cambridge Investment Research Advisors, INC.
July 2020 - May 2023 · 2 yrs 10 mos
Voya Financial Advisors, INC.
November 2015 - July 2020 · 4 yrs 8 mos
Voya Financial Advisors, INC.Broker
February 2010 - July 2020 · 10 yrs 5 mos
State Registrations15 states
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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.
Darla Wise - Financial Advisor | TrueAdvisor