Advisor at Life Planning Advisors Llc
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Life Planning Advisors Llc
Location
Maricopa, AZ
Credentials
Series 63, Series 66
Industry experience
25 years
$0 - $250,000: 1.00% - 2.00% $250,000 - $1,000,000: 0.75% - 1.50% $1,000,000+: 0.50% - 1.00%
Commissions received from insurance products sales by licensed agents through affiliated insurance broker Life Planning Advisors LLC.
Account minimum: $250,000
Life Planning Advisors Llc
2017 - Present (9 years)
Woodbury Financial Services inc
2017 - Present (9 years)
National Planning Corporation
2004 - 2017 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Chandler, AZ
Edward Jones
Series 66
Chandler, AZ
Edward Jones
Series 66
Chandler, AZ
Edward Jones
Series 63, Series 66
Sun Lakes, AZ
Edward Jones
Series 63, Series 66
Sun Lakes, AZ
Edward Jones
Series 63, Series 66
Casa Grande, AZ
Fidelity
Daralyn Ward is an Investment Consultant at Fidelity Investments, a role she has held since 2021. In her position, she works closely with clients to develop personalized financial strategies that align with their goals, values, and lifestyles. Daralyn's approach involves understanding what matters most to her clients and building tailored plans to help them achieve their financial objectives. Outside of her professional work, she enjoys activities such as cooking and baking, football, hiking, reading, traveling, and spending time with her pets.
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