BD
CFP · ChFC
BD
CFP · ChFC

Bismarck O. Darko

11 Years of Experience
Broker
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10087 advisors
Number of Clients
584,487 clients
Average Client Portfolio
$280K average
Assets Under Management
$163.8B

Fee Structure

Minimum Investment:$5K
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Location

Mandalay Towers 3, 201 E John W. Carpenter Fwy Suite 400, Irving, TX, 75062

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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

Bismarck is an Investment Advisory Representative at Sageview Advisory Group, LLC, providing advisory services. This takes up a full-time commitment.

Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 1 yr 9 mos
Cetera Advisors LLC
March 2024 - Present · 1 yr 11 mos
Cetera Advisors LLCBroker
March 2024 - Present · 1 yr 11 mos
Cetera Wealth Services, LLCBroker
November 2023 - Present · 2 yrs 3 mos
Sageview Advisory Group, LLC
October 2023 - Present · 2 yrs 4 mos
Previous Registrations
Goldman Sachs & CO. LLCBroker
December 2021 - October 2023 · 1 yr 10 mos
Goldman Sachs Personal Financial Management
December 2021 - October 2023 · 1 yr 10 mos
J.P. Morgan Securities LLC
March 2020 - September 2021 · 1 yr 6 mos
J.P. Morgan Securities LLCBroker
March 2020 - September 2021 · 1 yr 6 mos
USAA Financial Advisors, INC.Broker
April 2019 - March 2020 · 11 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
June 2014 - February 2019 · 4 yrs 8 mos
J.P. Morgan Securities LLCBroker
September 2013 - June 2014 · 9 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.