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Darren Devries

TWEET MANAGEMENT SERVICES
LA MESA, CA 91942
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CRD#: 6129629
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Professional summary


Darren Devries is a registered financial advisor currently at TWEET MANAGEMENT SERVICES, INC. located in La Mesa, California.

Darren is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Darren has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

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.
1)DARREN DEVRIES EA/FLEETRIDGE FINANCIAL, INC;535 Encinitas Blvd #106, Encinitas, CA 92024;CPA/TAX PREPARATION SERVICES,TAX PREPARATION/OWNER;01/01/2011;120;100;TAX PREPARATION SERVICES;

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Darren Devries'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®
None

Experience


Current

August 1, 2017 - Present

TWEET MANAGEMENT SERVICES, INC.

Office #1: 5480 Baltimore Dr. #206, La Mesa, CA 91942Office #2: 535 Encinitas Blvd #106, Encinitas, CA 92024
RIA
CRD#: 156730
LA MESA, CA
Past

October 21, 2013 - December 2, 2015

VOYA FINANCIAL ADVISORS, INC.

RIA
CRD#: 2882
SAN DIEGO, CA
Past

July 31, 2013 - December 2, 2015

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
SAN DIEGO, 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
(8/1/2017)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/1/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


TM
TWEET MANAGEMENT SERVICES, INC.
TWEET MANAGEMENT SERVICES, INC.

CRD#: 156730 / SEC#:

California
Registered Investment Advisory firm - (4/4/2011 Approved)
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Contact information


Main Address
5480 Baltimore Dr. #206, La Mesa, CA 91942
Mailing Address
Phone number
(619) 867-4855
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts371
AUM (Assets Under Management)$ 109,000,000

Red Flags


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.

Company Information


TWEET MANAGEMENT SERVICES, INC.

CRD#: 156730La Mesa, CA 91942

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