DC
Darren M. Candiotty
LIFETIME FINANCIAL
LOS ALAMITOS, CA 90720
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CRD#: 5432107
DC
Professional summary
Darren M Candiotty, ChFC® is a registered financial advisor currently at LIFETIME FINANCIAL, INC. located in Los Alamitos, California.
Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Darren has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Darren M Candiotty is a registered representative. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Lifetime Financial Inc always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to utilize the services any representative of Lifetime Financial Inc in such individual's outside capacity.
Darren M Candiotty is a licensed insurance agent. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. Lifetime Financial Inc always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of Lifetime Financial Inc in their capacity as a licensed insurance agent.
Darren M Candiotty is also an Officer & Director of DHE Distributors, Inc. The nature of my work is Property Management. The property is located at: 13915 Paramount Blvd., Paramount, CA 90723
Darren M Candiotty is an Officer & Director of a Nonprofit organization Tee Off Together, Inc.. This organization provides PGA golf instruction for underprivileged children where the activities take place at various golf courses in Southern CA. This work consists of consulting and some bookkeeping. The start date was 10/01/2015 through present.
CRS (Client Relationship Summary) - RIA
Click below to view Darren M Candiotty'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®
Experience
Current
April 28, 2017 - Present
LIFETIME FINANCIAL, INC.
Office #1: 5122 Katella Ave., Suite 205, Los Alamitos, CA 90720RIA
CRD#: 161124
LOS ALAMITOS, CA
Past
January 10, 2017 - May 9, 2017
CROWN CAPITAL SECURITIES, L.P.
RIA
CRD#: 6312
LOS ALAMITOS, CA
Past
January 9, 2017 - May 9, 2017
CROWN CAPITAL SECURITIES, L.P.
BD
CRD#: 6312
LOS ALAMITOS, CA
Past
November 30, 2011 - December 31, 2016
GROVE POINT INVESTMENTS, LLC
RIA
CRD#: 1763
LAGUNA HILLS, CA
Past
November 30, 2011 - December 31, 2016
GROVE POINT INVESTMENTS, LLC
BD
CRD#: 1763
LAGUNA HILLS, CA
Past
May 12, 2009 - August 31, 2011
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
LOS ALAMITOS, CA
Past
July 10, 2008 - August 31, 2011
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
LOS ALAMITOS, CA
Past
January 31, 2008 - April 2, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
LONG BEACH, CA
Past
November 7, 2007 - April 2, 2008
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LONG BEACH, CA
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
California(4/28/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LF
LIFETIME FINANCIAL, INC.
LIFETIME FINANCIAL, INC. | LIFETIME PARADIGM, INC.
CRD#: 161124 / SEC#:
Arizona
Registered Investment Advisory firm - (6/14/2024 Approved)California
Registered Investment Advisory firm - (4/25/2012 Approved)Hawaii
Registered Investment Advisory firm - (3/12/2020 Approved)North Carolina
Registered Investment Advisory firm - (5/5/2025 Terminated)Utah
Registered Investment Advisory firm - (6/12/2018 Approved)Washington
Registered Investment Advisory firm - (1/5/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
260 Newport Center Dr Ste 100, Newport Beach, CA 92660
Mailing Address
280 S Lemon Ave #135, Walnut, CA 91788
Phone number
(800) 810-1736
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 313 |
| AUM (Assets Under Management) | $ 49,075,182 |
Red Flags
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