Darrin Andrew Santos
Investment adviser representative at LPL Financial LLC
31 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$819.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
31 years in the industry.
- LPL Financial LLCApr 2024 to now
- Financial Strategies IncAug 1995 to now
- Financial Stratagies, Inc.Jul 2006 to Apr 2024
- Stj and Company IncOct 2005 to Apr 2024
- Securities America Advisors IncJun 1999 to Apr 2024
- Securities America, Inc.Oct 1995 to Apr 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2237872
- Firm CRD
- 6413