Advisor at Cambridge Investment Research Advisors
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Location
Victoria, VA
Credentials
Series 63, Series 65
Industry experience
12 years
Darla Pellersels is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. She previously worked at Ameritas Investment Corp. and CCF Investments, Inc., and she is also president of Prosperity Financial Associates and an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, providing financial planning, portfolio management, and retirement plan advisory services through a large network of independent financial professionals.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
Financial Planning and Consulting flat fees generally do not exceed $25,000; Financial Wellness flat fee agreements also offered; Retirement Plan Advisory flat fees negotiated
$0 - $100,000: up to 1.50% $100,000 - $250,000: up to 1.25% $250,000+: up to 1.00%
Financial Professionals may receive commissions in their capacity as Registered Representatives for securities and insurance products
Financial Planning and Consulting hourly fees generally do not exceed $500/hour; Retirement Plan Advisory and Consulting Services up to $500/hour
Account minimum: $25,000 Minimum fee: Setup fee generally the lesser of 1% of assets under management or $1,000; combined setup fee and advisory fee not to exceed 3% of AUM; service fee up to $300 Fee-only: Financial Planning and Consulting fees include flat fees up to $25,000, hourly fees generally not exceeding $500/hour, asset-based fees for investment consulting
Victoria, VA
Nevada · Texas · Virginia
Cambridge Investment Research Advisors
2018 - Present (8 years)
Cambridge Investment Research, Inc.
2018 - Present (8 years)
Ameritas Investment Corp.
2017 - 2018 (1 year)
CCF Investments, Inc.
2013 - 2017 (4 years)
Prosperity Financial Associates
2010 - Present (16 years)
Capital Choice Financial Services
2010 - Present (16 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
Is not active or affiliated with:
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.
Series 63, Series 65
Blackstone, VA
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Hunter Irby is a financial advisor at Twin Rivers Advisors, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Tone Capital, LLC and BB&T Capital Markets, LLC. Outside of his advisory work, he manages a family farm rental property. Twin Rivers Advisors, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of technical, fundamental, and quantitative analysis across various strategies, including option writing and margin trading, with a focus on ongoing monitoring and rebalancing.
Series 63, Series 65
Blackstone, VA
Twin Rivers Advisors, LLC
Benjamin Bretz is a financial advisor with Twin Rivers Advisors, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. His prior work includes roles at BB Tools, Toolman Hobbs, Coldwell Bankers Avenue, and Bb&T Securities, LLC. Twin Rivers Advisors, LLC provides discretionary investment management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of technical, fundamental, and quantitative analysis, offering both long- and short-term strategies with ongoing portfolio monitoring and rebalancing.
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