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Darren Lane Whitehurst

WINDSOR CAPITAL MANAGEMENT, LLC·PHOENIX, Arizona
Series 7, Series 8, Series 63, Series 65Clean record25 years registeredWINDSOR CAPITAL MANAGEMENT, LLC
20860 NORTH TATUM BLVD., PHOENIX, AZ 85050CRD# 2283364Firm CRD# 116593

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Darren Lane Whitehurst · PHOENIX, AZ
Registration
CRD #2283364 · WINDSOR CAPITAL MANAGEMENT, LLC · 25 years registered
Brand Profile
Not yet started
01

Career History

WINDSOR CAPITAL MANAGEMENT, LLC
Jul 2008 – present
WINDSOR FINANCIAL GROUP, LLC
Feb 2001 – Dec 2005
PHOENIX, AZ
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 8
Series 63
Series 65
Registration record
First registered · February 5, 2001
Years registered · 25
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WINDSOR CAPITAL MANAGEMENT, LLC
CRD 116593 · SEC 801-64200
AUM
$620M
Regulatory assets under management
Employees
8
1,200 client accounts
Services offered by WINDSOR CAPITAL MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WINDSOR CAPITAL MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Darren Lane Whitehurst offer?
Darren Lane Whitehurst specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHOENIX, Arizona for a consultation.
What are Darren Lane Whitehurst's credentials?
Darren Lane Whitehurst is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Darren Lane Whitehurst located?
Darren Lane Whitehurst is based in PHOENIX, Arizona, working with WINDSOR CAPITAL MANAGEMENT, LLC. Their office serves clients in the PHOENIX metropolitan area and surrounding communities.
How does Darren Lane Whitehurst charge for services?
Darren Lane Whitehurst's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WINDSOR CAPITAL MANAGEMENT, LLC?
WINDSOR CAPITAL MANAGEMENT, LLC has approximately 8 employees and manages $620M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WINDSOR CAPITAL MANAGEMENT, LLC

Donald Edward Peppler
PHOENIX, AZ

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