Unclaimed Profile

Darren Russell Heil

CAPITAL RESEARCH ADVISORS, LLC·SUWANEE, Georgia

SIE, Series 7, Series 55, Series 63, Series 66Clean record15 years registeredCAPITAL RESEARCH ADVISORS, LLC

4185-B SILVER PEAK PARKWAY, SUWANEE, GA 30024CRD# 3254793Firm CRD# 125621

Profile Verification

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

Identity

Darren Russell Heil · SUWANEE, GA

Registration

CRD #3254793 · CAPITAL RESEARCH ADVISORS, LLC · 15 years registered

Brand Profile

Not yet started

Career History

QM ADVISORS LLC

Sep 2018 – present

CAPITAL RESEARCH ADVISORS, LLC

Jan 2012 – Oct 2018

SUWANEE, GA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2010 – Jan 2012

PEACHTREE CITY, GA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 55

Series 63

Series 66

Registration record

First registered · October 21, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL RESEARCH ADVISORS, LLC

CRD 125621 · SEC 801-65240

AUM

$48M

Regulatory assets under management

Employees

107 client accounts

Services offered by CAPITAL RESEARCH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL RESEARCH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Darren Russell Heil offer?

Darren Russell Heil specializes in Financial Planning, Investment Management. Contact their office in SUWANEE, Georgia for a consultation.

What are Darren Russell Heil's credentials?

Darren Russell Heil is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Darren Russell Heil located?

Darren Russell Heil is based in SUWANEE, Georgia, working with CAPITAL RESEARCH ADVISORS, LLC. Their office serves clients in the SUWANEE metropolitan area and surrounding communities.

How does Darren Russell Heil charge for services?

Darren Russell Heil'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 CAPITAL RESEARCH ADVISORS, LLC?

CAPITAL RESEARCH ADVISORS, LLC has approximately 4 employees and manages $48M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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