Advisor at AGH Wealth 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
AGH Wealth Advisors, LLC
Location
Galena, MO
Credentials
Series 63, Series 66
Industry experience
30 years
David Darby is a financial advisor with AGH Wealth Advisors, LLC in Galena, Missouri, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has been with AGH Wealth Advisors and LPL Financial since 2008. In addition to his advisory role, Darby is involved in third-party administration services related to payroll, HR, and retirement plan accounting through affiliated entities. AGH Wealth Advisors is an SEC-registered firm serving individuals, retirement plans, trusts, estates, and institutions with portfolio management, financial planning, and consulting services. The firm employs tailored, discretionary investment management using fundamental and technical analysis, operates a wrap fee program, and is affiliated with the accounting firm Allen, Gibbs & Houlik, L.C.
Based on AGH Wealth Advisors, LLC
Occasionally a fixed fee may be charged for consulting services
Certain associated persons receive commissions for securities and insurance products separate from advisory fees
Negotiable hourly rate of $350 for advisory and retirement plan consulting services
Account minimum: $5,000 Fee-only: Negotiable hourly rate of $350; occasionally fixed fee or percentage of plan assets from 0.15% to 2.00%
Galena, MO
Missouri · Texas
AGH Wealth Advisors LLC
2008 - Present (18 years)
LPL Financial
2008 - Present (18 years)
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Bank
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