DM
ChFC
DM
ChFC

Darin Mccullough

13 Years of Experience
Plano, TX
1 DisclosureBrokerSells Insurance

Darin Mccullough is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Plano, TX, with 13 years of industry experience. Darin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3,575 clients with $13B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6693 advisors
Number of Clients
3,575 clients
Average Client Portfolio
$3.6M average
Assets Under Management
$12.9B

Fee Structure

Minimum Investment:$15K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.25%
$100K - $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $45 (except as set forth below under “Fee Reductions”). For Accounts that qualify for a reduced Advisory Fee to the lowest Advisory Fee shown on the chart, such Accounts advised for a full quarter that have an average daily market value below $15,000 are charged a minimum quarterly Advisory Fee of $18.75.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

4141 E Park Blvd, Suite 101, Plano, TX, 75074

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
March 2020
Other Business ActivitiesSells Insurance

Darin owns Darin McCullough's Insurance Agency, where he services customers and supervises employees, dedicating about half of his time. He is also a partner in Invest 2 Rest, LLC (rental beach house) and M & O Commercial, LLC (investment property), spending minimal time on these ventures.

Employment History
Current Registrations
State Farm Investment Management CORP.
February 2022 - Present · 4 yrs 3 mos
State Farm Vp Management CORP.
April 2021 - Present · 5 yrs 1 mo
State Farm Vp Management CORP.Broker
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
State Farm Vp Management CORP.Broker
November 2011 - March 2020 · 8 yrs 4 mos
State Registrations4 states
AZLAOKTX
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 Mccullough - Financial Advisor | TrueAdvisor