Darin Britton Guthrie
Professional Summary
Darin Britton Guthrie, who also goes by Darin Guthrie, is a registered financial advisor currently at OPUS PRIVATE WEALTH GROUP, LLC located in Alhambra, California. Darin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Darin has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Biography
As a Financial Consultant, I partner with individuals and families to build and implement durable financial plans and strategies. My focus is to provide the support and resources needed to navigate the diverse markets clients encounter as they pursue their goals of building, preserving and distributing their wealth.
Other Aliases
Darin Guthrie
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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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.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
Education
University of California, Santa Barbara
Science and Finance, Environmental Science
Science and Finance, Environmental Science
1999
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Current Firm
OPUS PRIVATE WEALTH GROUP, LLC
Contact Information
Main Address
500 N. State College Blvd Suite 1100, Orange, CA 92868Phone Number
(714) 660-7490# of Employees
3SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
401AUM (Assets Under Management)
$127,983,745Similar 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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Primary Firm SEC Registration
OPUS PRIVATE WEALTH GROUP, LLC
State Registrations and Notice Filings
(2/13/2025)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
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) - RIA
Click below to view Darin Britton Guthrie's CRS (Customer Relationship Summary).
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