Darren James March

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2009 → Present
  Raymond James Financial Services
  West Lawn, PA
• 01/2010 → Present
  Raymond James Financial Services Advisors, Inc.
  West Lawn, PA
• 05/2016 → Present
  March Lutz Wealth Management
  Reading, PA

Other Businesses

(1)Name of Business: Avenues Foundation Address: n/a, Pottsville, PA, 17901, United States Activity Type: Non profit Position/Title: Officer - President Investment Related: No Start Date: 12/01/2009 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Foundation Board President (2)Name of Business: March Lutz Wealth Advisors Address: 1103 Rocky Rd Ste 203, Reading, PA, 19609, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 05/25/2016 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Myself and Tom Lutz will be using this as our group name. (3)Name of Business: Schuylkill County Charity Bowl Basketball Committee Address: n/a, Pottsville, PA, 17901, United States Activity Type: Non profit Position/Title: Committee Member Investment Related: No Start Date: 08/29/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Committee exists to plan, raise money for and execute a high school all-star basketball game for Schuylkill County PA high school students. (4)Name of Business: SML Financial Services Address: 1103 Rocky Rd Ste 203, Reading, PA, 19609, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 07/01/2012 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner of support company

Exams

• S66 Uniform Combined State Law Examination
  2009-12-21
• S63 Uniform Securities Agent State Law Examination
  2001-10-09

Designations

• Certified Financial Planner