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Darin Leong

9 Years of Experience
Mililani, HI
BrokerSells Insurance

Darin Leong is a registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 9 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
433 advisors
Number of Clients
68,678 clients
Average Client Portfolio
$132K average
Assets Under Management
$9.0B

Fee Structure

Minimum Investment:$2K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.70%

PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.

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

95-119 Kamehameha Hwy, Suite A, Mililani, HI, 96789-3393

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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 works as a representative for Chinen & Arinaga Financial Group, providing securities and insurance sales and services full-time. He also works as an NBS Certified Educator for National Benefit Services, presenting financial education presentations, dedicating minimal time to this activity.

Employment History
Current Registrations
Planmember Securities Corporation
April 2017 - Present · 9 yrs 1 mo
Planmember Securities CorporationBroker
August 2016 - Present · 9 yrs 9 mos
State Registrations3 states
CAHINM
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.