DS
DS

Darrel Shinn

25 Years of Experience
Sells Insurance

Darrel Shinn is a registered investment advisor at Archer Investment Corporation, based in Carmel, IN, with 25 years of industry experience. Darrel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 5,640 clients with $900M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
75 advisors
Number of Clients
5,640 clients
Average Client Portfolio
$160K average
Assets Under Management
$900.5M

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1000K0.75%
$1M+0.50%

Fees may be negotiable. Archer may charge lesser or more on each account up to a 1% investment management fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

11711 N. College Ave, Suite 200, Carmel, IN, 46032

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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 ActivitiesSells Insurance

Darrel is the president of SSB Tax Professionals Inc., spending nearly full-time on tax preparation, accounting, and related services. He is also involved with two Kiwanis Club organizations, serving as a board member/chair for the first and vice president for the second, dedicating a few hours per week to each.

Employment History
Current Registrations
Archer Investment Corporation
November 2023 - Present · 2 yrs 5 mos
Previous Registrations
Cetera Investment Advisers LLC
March 2007 - November 2023 · 16 yrs 8 mos
Cetera Financial Specialists LLCBroker
October 2005 - November 2023 · 18 yrs 1 mo
C. J. M. Planning CORP.Broker
December 2000 - October 2005 · 4 yrs 10 mos
H.D. Vest Investment Securities, INC.Broker
April 2000 - November 2000 · 7 mos
State Registrations1 state
FL
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.