Darcie Lynn Mcconnell
Professional Summary
Darcie Lynn Mcconnell, who also goes by Darcie Lynn Benschoter, Darcie Lynn Black, Darcie Lynn Wheeler, was a registered financial advisor. Darcie was a previously registered financial professional and started their career in finance 2002 - 2025. Darcie had worked at 2 firms and has passed the Series 66 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Darcie Lynn Benschoter, Darcie Lynn Black, Darcie Lynn Wheeler
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
ALPHA ADVISORS, INC. | ALPHA ADVISORS, LLC
Contact Information
Main Address
117 N Massachusetts Ave, Lakeland, FL 33801Mailing Address
P.o. Box 2477, Lakeland, FL 33806-2477Phone Number
(863) 665-8888# of Employees
3Documents
Regulatory Assets Under Management
Total Number of Accounts
135AUM (Assets Under Management)
$31,753,144Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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