Unclaimed Profile

Julie Anne Darrah

VIVID FINANCIAL MANAGEMENT, INC.·ORCUTT, California

SIE, Series 6, Series 63, Series 6511 years registeredVIVID FINANCIAL MANAGEMENT, INC.

340 EAST CLARK AVE., ORCUTT, CA 93455CRD# 2102014Firm CRD# 281392

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Julie Anne Darrah · ORCUTT, CA

Registration

CRD #2102014 · VIVID FINANCIAL MANAGEMENT, INC. · 11 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: VIVID FINANCIAL MANAGEMENT, INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Jan 2022 – Sep 2023

ORCUTT, CA

VIVID FINANCIAL MANAGEMENT, INC.

Apr 2016 – Jan 2022

ORCUTT, CA

VIVID FINANCIAL MANAGEMENT, INC.

May 2015 – Apr 2016

ORCUTT, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · May 1, 2015

Years registered · 11

Disclosure History

2025Customer Dispute·Pending

2025Customer Dispute·Settled

2023Civil·Final

2023Customer Dispute·Settled

2023Employment Separation After Allegations

5 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VIVID FINANCIAL MANAGEMENT, INC.

CRD 281392 · SEC 801-107169

AUM

$574M

Regulatory assets under management

Employees

3,070 client accounts

Services offered by VIVID FINANCIAL MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at VIVID FINANCIAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Julie Anne Darrah offer?

Julie Anne Darrah specializes in Financial Planning, Investment Management.

What are Julie Anne Darrah's credentials?

Julie Anne Darrah is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Julie Anne Darrah located?

Julie Anne Darrah is based in ORCUTT, California, last registered with VIVID FINANCIAL MANAGEMENT, INC..

How does Julie Anne Darrah charge for services?

Julie Anne Darrah's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VIVID FINANCIAL MANAGEMENT, INC.?

VIVID FINANCIAL MANAGEMENT, INC. has approximately 21 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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