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Darren + Meyer - Financial Advisor in Greenwood Village, CO

Paladin Research Report For:

Darren Meyer

Everest Wealth Advisors

8400 E. Prentice Ave
Suite 1010
Greenwood Village, CO 80111
720-826-1092

About Darren Meyer

Everest Wealth Advisors is a comprehensive wealth management firm dedicated to creating and implementing personalized financial plans that will grow and protect the wealth of clients and their loved ones for themselves and the generations to come.

See Disclosures

General Information

Firm Start Year
  • 2007
CRD#
  • 4558794
Firm CRD#
  • 6413
Insurance License#
  • 145788
States Licensed in
  • AK, AZ, CA, CO, CT, FL, HI, IA, IL, IN, KS, MA, MD, ME, MO, NC, ND, NE, NM, NY, OH, OR, SC, SD, TN, TX, UT and WI
Years of Experience in Financial Services
  • 21
Number of Years with Current Firm
  • 16
Work Experience
  • Today, I have accumulated over 21 years in the financial services industry. Over the course of those years, I have honed my skills so that I can provide a highly personalized plan for each client. When working with clients, I offer advice that incorporates unique strategic and tactical investment strategies, using a wide array of investment options and financial planning strategies designed to help my clients create and keep the advantages they gain from optimized financial planning.
Work with the following types of clients
  • Businesses, Individual Investors
Advisory Services Provided
  • Investment Advice & Management, Financial Advice & Consulting, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Compliance

Registered Representative
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • AAMS®, AWMA®
Securities Licenses
  • Series 66, Series 7
Insurance and Annuity Licenses
  • Disability, Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Hourly, Flat Fee
Minimum Fee Charged for Managed Accounts
  • $5,000
Minimum Fee Charged for Hourly Planning Accounts
  • $250

Education

Bachelor of Science in Business Administration - Accounting & Finance
  • University of Arkansas
    09/01/1990 - 05/01/1998

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

BASIC INFORMATION NEEDED FOR THE INQUIRY