Advisor at Secure Retirement 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
Secure Retirement Advisors, LLC
Location
Eloy, AZ
Credentials
Series 63, Series 65
Industry experience
17 years
N/A - N/A: N/A
$250 per hour for financial planning and consulting services.
Account minimum: No minimum to open an account with Secure Retirement Advisors, LLC (however, third-party money managers may have minimum requirements). Minimum fee: $250 minimum fee for financial planning Fee-only: Financial planning charged at $250 per hour with a $250 minimum fee.
Secure College Funding
2013 - 2016 (3 years)
Secure Retirement Advisors, LLC
2011 - Present (15 years)
Secure Retirement Solutions, Inc.
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.
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 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.
CFP®, Series 66
Casa Grande, AZ
Root Financial Partners
Series 63, Series 66
Arizona City, AZ
Empower Advisory Group
Series 63, Series 66
Casa Grande, AZ
Fidelity
Series 63, Series 66
Casa Grande, AZ
J.P. Morgan Securities
CFP®, Series 66
Casa Grande, AZ
J.P. Morgan Securities
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