DC
DC

Darryl Joseph Chouinard

21 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
860 clients
Average Client Portfolio
$579K average
Assets Under Management
$497.8M

Fee Structure

Minimum Investment:$500K
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Location

Seattle, WA

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History

Regulatory History
Clean regulatory record

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

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Other Business ActivitiesSells Insurance

Darryl sells fixed insurance through various insurance companies, dedicating about 10-20% of his time. He is also the CEO of Innovative Income Consulting, LLC, spending about 10-20% of his time consulting with CPAs.

Employment History
Current Registrations
Nepsis, INC.
January 2023 - Present · 3 yrs 1 mo
Previous Registrations
Heritage Wealth Management, LLC
March 2020 - January 2023 · 2 yrs 10 mos
Elite Investment Team LLC
November 2018 - December 2020 · 2 yrs 1 mo
Nepsis Advisor Services, INC.
December 2016 - February 2020 · 3 yrs 2 mos
Capital Financial Services, INC.Broker
December 2013 - December 2016 · 3 yrs
Capital Financial Services, INC.
December 2013 - December 2016 · 3 yrs
Princor Financial Services Corporation
September 2012 - December 2013 · 1 yr 3 mos
Princor Financial Services CorporationBroker
September 2012 - December 2013 · 1 yr 3 mos
Questar Asset Management, INC.
February 2010 - July 2012 · 2 yrs 5 mos
Questar Capital CorporationBroker
December 2006 - October 2012 · 5 yrs 10 mos
Usallianz Securities, INC.Broker
April 2004 - December 2006 · 2 yrs 8 mos
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.