Darla Main
Advisor at Main Advisory, Inc.
Updated today
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
Main Advisory, Inc.
Location
Canonsburg, PA 15317
Credentials
CFP®, Series 63, Series 65
Industry experience
36 years
About
Darla Main is a CFP® professional with 36 years of industry experience, currently with Main Advisory, Inc. She previously worked at The STRATEGIC FINANCIAL ALLIANCE, INC. and Cetera Advisors LLC. Outside of advisory services, she is a fixed insurance agent. Main Advisory, Inc. serves individuals, trusts, estates, charitable organizations, and retirement plans with discretionary investment management and financial planning. The firm combines fundamental and technical analysis with a long-term investment approach and provides ERISA retirement-plan advisory services as a 3(21) fiduciary.
Client services
Based on Main Advisory, Inc.
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Main Advisory, Inc.
Active portfolio management
Retirement plans for business owners (SEP, solo 401k)
Cash flow / budgeting
Fee options
Financial planning services fixed fees up to $2,499; ongoing financial planning fee up to $199 per month for clients with less than $1,000,000 AUM.
$0+: 0.35% annually +: up to 1.25% annually
Location
2400 Ansys Drive, Suite 102
Canonsburg, PA 15317
Most active in
Darla M has reported serving >5 clients in these states in the last 12 months.
Pennsylvania · Texas
Work history
Main Advisory, Inc.
2023 - Present (3 years)
The STRATEGIC FINANCIAL ALLIANCE, INC.
2017 - 2023 (6 years)
Cetera Advisors LLC
2013 - 2017 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Michael M
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