Darren M Candiotty

Employer firm

Lifetime Financial, Inc. CRD 161124

$63.3M regulatory AUM 38 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2011 → 12/2016
  H. Beck, Inc.
  Rockville, MD
• 01/2017 → 04/2017
  Crown Capital Securities, Lp
  Orange, CA
• 04/2017 → Present
  Lifetime Financial Inc
  Newport Beach, CA
• 05/2012 → Present
  Candiotty Financial Group, Inc. Dba Candiotty Insurance Services
  Los Alamitos, CA

Previous Registrations

• 2017-01-10 → 2017-05-09
  Crown Capital Securities, L.P.
  Los Alamitos, CA
  Los Alamitos, CA
  Orange, CA
• 2011-11-30 → 2016-12-31
  Grove Point Investments, Llc
  Los Alamitos, CA
  Laguna Hills, CA
  Grand Blanc, MI
  Laguna Hills, CA
• 2009-05-12 → 2011-08-31
  Mml Investors Services, Llc
  Los Alamitos, CA
• 2008-01-31 → 2008-04-02
  Ameriprise Financial Services, Llc
  Long Beach, CA

Other Businesses

Candiotty Financial Group DBA Candiotty Insurance Services; Licensed insurance agent; Location of the business: 5122 Katella Ave Ste 205 Los Alamitos CA 90720 USA; Position Title: Owner/Insurance Sales; Start date with business: 2012-05-01; Hours per month devoted to business during trading hours: 20; Hours per month devoted to business outside trading hours: 10.

Exams

• S66 Uniform Combined State Law Examination
  2008-01-30

Designations

• Chartered Financial Consultant