Darren
Bloom

Lpl Financial LLC

CRD#2928336
Investment Advisor
in San Diego, CA
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About this Advisor

Darren Bloom is a certified financial planner working in San Diego, California, with 13 years of work experience. Bloom is on the advisory team at Lpl Financial LLC. During their career, the advisor has held roles at Wm Financial Services, Inc, Chase Investment Services Corp, Dust Magazine and Lpl Financial, LLC. Bloom has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Lpl Financial LLC is a registered investment business that has its headquarters in San Diego, California. The firm has offices in 8,011 locations and a total of 22,703 employees. It oversees $153 billion in total assets between its 680,466 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 899 charitable organizations. Of its 680,466 customer accounts, 23% belong to high-net-worth clients who have more than $1 million in investable assets. Lpl Financial LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees are based on the services provided. Fees charged by Lpl Financial LLC likely include any combination of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

Yes

Office Location

5755 Oberlin Dr #301
San Diego, CA 92121

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$152,530,468,356

CA Average: $16,012,751,954
Total Number of Employees

22,703

CA Average: 118
Total Number of Accounts

680,466

CA Average: 4,567
Average Account Size

$224,156

CA Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Darren Bloom Work History

Darren has 13 years of experience.

2010 - Present (9 years)

Lpl Financial, LLC

2009 - 2010 (1 years)

Chase Investment Services Corp

2009 - 2010 (1 years)

Dust Magazine

2005 - 2010 (5 years)

Wm Financial Services, Inc

Disclosures

Darren Bloom has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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