Darren
Ford

Triangle Wealth Management

CRD#6765148
Investment Advisor
in Raleigh, NC

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About this Advisor

Darren Ford is a financial advisor who works out of Raleigh, North Carolina who has 1 year of industry experience. Ford is on the advisory team at Triangle Wealth Management. Throughout their career, they have worked at Triangle Wealth Management, Advisorengine, Abrigo, Howell High School, Home Depot, Saginaw Valley State University, Washtenaw Community College, Hope College, Wake Forest University, Ameriprise Financial, Northwestern Mutual, Iverson Lumber and Business Acquisition And Merger Associates. Ford maintains a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in North Carolina. Triangle Wealth Management is a registered investment company that has its headquarters in Raleigh, NC. It administers $968 million in total assets across its 1,086 accounts, placing it among the larger firms in the United States by assets under management. The firm provides services to six charitable organizations. Of its 1,086 client accounts, 46% are associated with high-net-worth clients who have greater than $1 million in assets. The business offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and educational seminars. Fees for financial advisory services typically vary depending on which services are provided. However, fees charged by Triangle Wealth Management typically consist of asset-based fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

1301 Annapolis Drive
Raleigh, NC 27608

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Triangle Wealth Management Brokerage Details

Total Assets Under Management

$967,800,990

NC Average: $3,625,019,099
Total Number of Employees

14

NC Average: 22
Total Number of Accounts

1,086

NC Average: 1,917
Average Account Size

$891,161

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops

Darren Ford Work History

Darren has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Triangle Wealth Management

2020 - 2022 (2 years)

Advisorengine

2019 - 2020 (1 year)

Abrigo

2019 - 2019 (< 1 year)

Business Acquisition And Merger Associates

2018 - 2019 (1 year)

Wake Forest University

2017 - 2018 (1 year)

Ameriprise Financial

2017 - 2017 (< 1 year)

Northwestern Mutual

2016 - 2016 (< 1 year)

Iverson Lumber

2015 - 2015 (< 1 year)

Home Depot

2015 - 2018 (3 years)

Hope College

2014 - 2014 (< 1 year)

Saginaw Valley State University

2014 - 2015 (1 year)

Washtenaw Community College

2012 - 2014 (2 years)

Howell High School

*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 Darren Ford 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 Triangle Wealth Management

Paul Reynolds Iv
Raleigh, NC
Darren Ford
Raleigh, NC
Jessica Sherburne
Raleigh, NC
Louis Crawford
Raleigh, NC
Scott Loyek
Raleigh, NC
Kathleen Burkett
Raleigh, NC
Michelle Petruolo
Raleigh, NC
Cathy Thomas
Raleigh, NC

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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