Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
79 advisors
Number of Clients
103,728 clients
Average Client Portfolio
$324K average
Assets Under Management
$33.6B

Fee Structure

Financial Planning:Investment management only
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Location

Alpharetta, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dara is associated with Standard Retirement Services (SRS) and StanCorp Investment Advisers, Inc. (SIA), subsidiaries of Standard Financial Group. Dara dedicates all of her time to providing information about retirement plan-related products and services offered by The Standard to third-party retirement plan service providers.

Employment History
Current Registrations
Stancorp Equities, INC.
February 2009 - Present · 17 yrs
Stancorp Investment Advisers, INC.
February 2009 - Present · 17 yrs
Stancorp Equities, INC.Broker
February 2009 - Present · 17 yrs
Previous Registrations
Princor Financial Services Corporation
May 2007 - January 2009 · 1 yr 8 mos
Princor Financial Services CorporationBroker
April 2007 - January 2009 · 1 yr 9 mos
Charles Schwab & CO., INC.Broker
March 2004 - February 2007 · 2 yrs 11 mos
American Express Financial Advisors INC.Broker
August 2003 - August 2003 · 0 mos
Ids Life Insurance CompanyBroker
August 2003 - August 2003 · 0 mos
Charles Schwab & CO., INC.Broker
May 2000 - April 2001 · 11 mos
State Registrations16 states
ALDCFLGAILINKSLAMSNCNYOHSCTNTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.