DD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
2 advisors
Number of Clients
198 clients
Average Client Portfolio
$520K average
Assets Under Management
$103.0M
Fee Structure
This brochure supplement does not contain any fee information. Please refer to the Tweet Management Services, Inc. brochure for fee details.
Areas of Practice
Investment Management
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Advisor Information
Office location
535 Encinitas Blvd #106, Encinitas, CA, 92024
Get directionsRegulatory 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
Darren is the owner of a tax preparation service. This takes nearly full-time hours.
Employment History
Current Registrations
Tweet Management Services, INC.
August 2017 - Present · 8 yrs 5 mos
Previous Registrations
Voya Financial Advisors, INC.
October 2013 - December 2015 · 2 yrs 2 mos
Voya Financial Advisors, INC. Broker
July 2013 - December 2015 · 2 yrs 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.