DD
Darrel E. Drown
VICUS CAPITAL
Amelia Island, FL
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CRD#: 2125742
DD
Professional summary
Darrel Edgar Drown, CFP®, who also goes by Darrel Drown, is a registered financial advisor currently at VICUS CAPITAL, INC. located in Amelia Island, Florida.
Darrel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Darrel has worked at 5 firms and has passed the Series 63, SIE, Series 22 and Series 6 exams.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Investment Planning
Inheritance
Life Transitions
Long-term Care
Retirement Planning
Social Security Planning
Estate Planning
Insurance Planning
Are you a "fiduciary"?
Yes
Aliases
Darrel Drown
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. FIXED INSURANCE WITH VARIOUS COMPANIES, INVESTMENT RELATED: YES, SAME AS REGISTERED LOCATION, FIXED INSURANCE, START DATE: 12/90, 15 HOURS WEEKDAYS, SOME DURING TRADING HOURS, POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT, BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ACCIDENT, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE; 2. VICUS CAPITAL, INC., INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, OUTSIDE RIA - ADVISORY BUSINESS, START 04/1991, 12HRS/WK (10 TRADING HOURS), INVESTMENT ADVISOR REPRESENTATIVE; 3. SPEAKER/PRESENTER, THE RADIO STATION WILL FROM TIME TO TIME INTERVIEW MYSELF ON THE CURRENT ECONOMIC CONDIOITONS, BEGAN 04/1991, 1HR/WKDY, 1HR/WKED; 4. DROWN FINANCIAL SERVICES, INVESTMENT RELATED, SAME AS REGISTERED ADDRESS, DBA NAME FOR INSURANCE & FINANCIAL SERVICES, START 12/1990, 17HRS/WK (15 TRADING HOURS), INSURANCE AGENT, REGISTERED REPRESENTATIVE; 5. PETER AND JOHN MINISTRIES, NOT INVESTMENT RELATED, 3600 GEORGETOWN RD, BALTIMORE, MD 21227, 1 HOUR PER WEEK, NONE DURING TRADING HOURS, CHARITABLE ORGANIZATION, BOARD MEMBER; 6. NAME OF OTHER BUSINESS: DROWN FINANCIAL SERVICES, LLC; INVESTMENT RELATED: NO ; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: DBA FOR EXPENSES; START DATE: 1/2021; POSITION/TITLE/RELATIONSHIP: PRESIDENT/CEO; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR EXPENSES, ACCOUNTING;
CRS (Client Relationship Summary) - RIA
Click below to view Darrel Edgar Drown's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1989
Experience
Current
January 24, 2004 - Present
VICUS CAPITAL, INC.
Office #2: 10490 Little Patuxent Parkway Suite 200, Columbia, MD 21044RIA
CRD#: 116021
Amelia Island, FL
Past
September 3, 2013 - December 31, 2023
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
COLUMBIA, MD
Past
March 25, 2002 - September 3, 2013
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
COLUMBIA, MD
Past
May 14, 1991 - March 27, 2002
1717 CAPITAL MANAGEMENT COMPANY
BD
CRD#: 4082
NEWARK, DE
Past
March 4, 1991 - May 9, 1991
ENERIC FINANCIAL SERVICES, INC.
BD
CRD#: 11761
FAIRFIELD, IA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Florida(2/15/2019)
IAR
Maryland(1/24/2004)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
VC
VICUS CAPITAL, INC.
PFG FINANCIAL ADVISORS | VICUS CAPITAL, INC. | PFG FINANCIAL ADVISORS NETWORK
CRD#: 116021 / SEC#: 801-60628
RIA
Registered Investment Advisory firm - (10/5/2001 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
476 Rolling Ridge Drive Suite 315, State College, PA 16801
Mailing Address
Phone number
(855) 558-4287
Established
Firm type
Fiscal year end
# of Employees
89
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 9,058 |
| AUM (Assets Under Management) | $ 2,574,468,218 |
Red Flags
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