Darian Hogle

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 10/2014 → 09/2018
  Darian Hogle Insurance Agency
  Newport Beach, CA
• 09/2016 → 09/2018
  Transamerica Financial Advisors, Inc
  Glendale, CA
• 09/2015 → 09/2018
  World Financial Group, Inc.
  Glendale, CA
• 11/2015 → 09/2018
  Goosehead Insurance Agency
  Newport Beach, CA
• 09/2018 → 10/2020
  Principal Life Insurance Company
  Costa Mesa, CA
• 09/2018 → 10/2020
  Principal Securities Incorparated
  Costa Mesa, CA
• 08/2018 → 05/2025
  Insure Oc Insurance Agency
  Costa Mesa, CA
• 11/2020 → 05/2025
  Bancwest Investment Services, Inc
  Newport Beach, CA
• 11/2020 → 05/2025
  Bank Of The West
  Newport Beach, CA
• 10/2022 → 05/2025
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brea, CA
• 12/2022 → 05/2025
  Bank Of America, N.A.
  Brea, CA
• 05/2025 → Present
  Wells Fargo Clearing Services, Llc
  Irvine, CA

Previous Registrations

• 2022-10-21 → 2025-05-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brea, CA
• 2020-12-11 → 2022-10-28
  Bancwest Investment Services, Inc.
  Newport Beach, CA
  Stanton, CA
  San Clemente, CA
  Santa Ana, CA
  Santa Ana, CA
  Irvine, CA
  Tustin, CA
  Long Beach, CA
  Mission Viejo, CA
• 2018-10-04 → 2020-10-09
  Principal Securities, Inc.
  Irvine, CA
• 2011-12-09 → 2014-02-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Newport Beach, CA
  Newport Beach, CA
  Newport Beach, CA

Other Businesses

PROPERTY AND CASUALITY INSURANCE TRAIL COMMISSIONS; NOT INV RELATED; NEWPORT BEACH, CA; INSURANCE; OWNER OF INSURE OC; START DATE 05/18/2018; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS | INSURE OC INSURANCE AGENCY; INV RELATED; NEWPORT BEACH, CA; 100% OWNER; START DATE 05/18/2018; 1 HOUR PER MONTH; 0 HOURS DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2011-12-08

Other Names

• Darian Hogle
• Darian E Hogle
• Darian Eric Hogle