Darlyn
Orellana
City National Securities, Inc
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About this Advisor
Darlyn Orellana is a financial advisor working in Los Angeles, California with 1 year of industry experience. Orellana works at City National Securities, Inc. During their career, Orellana has held roles at Wells Fargo Bank, Na, Wells Fargo Clearing Services LLC, Jamba Juice, Ucsb Housing And Residential Services, Kmart and City National Securities, Inc. Orellana holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to advise clients in California. City National Securities, Inc is a registered investment business operating out of Los Angeles, CA. It has offices in 18 locations and a total of 48 employees. It manages $2 billion in assets under management across its 2,278 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 22 charitable organizations. Of its 2,278 client accounts, 15% are held by high-net-worth individuals who have at least $1 million in investable assets. The company offers a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services the firm provides the client. Fees billed by City National Securities, Inc most likely are comprised of some blend of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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City National Securities, Inc Brokerage Details
$1,513,277,680
48
2,278
$664,301
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Darlyn Orellana Work History
Darlyn has been registered as a financial advisor for 1 years.*
City National Securities, Inc
Wells Fargo Clearing Services LLC
Wells Fargo Bank, Na
Jamba Juice
Kmart
Ucsb Housing And Residential Services
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Darlyn Orellana to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at City National Securities, Inc
Walnut Creek, CA
San Francisco, CA
Washington, DC
Los Angeles, CA
Beverly Hills, CA
Los Angeles, CA
Irvine, CA
Los Angeles, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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