Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
13 years
Location
Victoria, VA
Cambridge Investment Research Advisors
Institution
Darla Pellersels is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. She has worked at Cambridge Investment Research Advisors since 2018 and has prior experience with Ameritas Investment Corp., CCF Investments, Prosperity Financial Associates, and Capital Choice Financial Services. Outside of her advisory role, she is president of Prosperity Financial Associates and works as an independent insurance agent. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse range of clients including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing multiple platform arrangements and proprietary as well as third-party model strategies.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Victoria, VA
Victoria VA
Advisors at this office
1
Nevada · Texas · Virginia
13 years of industry experience
Cambridge Investment Research Advisors
2018 - Present • 8 years
Fairfield, IA
Cambridge Investment Research, Inc.
2018 - Present • 8 years
Fairfield, IA
Ameritas Investment Corp.
2017 - 2018 • 1 year
Lincoln, NE
CCF Investments, Inc.
2013 - 2017 • 4 years
Greensboro, GA
Prosperity Financial Associates
2010 - Present • 16 years
Henderson, NV
Capital Choice Financial Services
2010 - Present • 16 years
Greensboro, GA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 65
Blackstone, VA
Twin Rivers Advisors, LLC
Hunter Irby is a financial advisor with Twin Rivers Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Tone Capital, LLC from 2016 to 2020. Outside of advising, he manages a family farm rental property. Twin Rivers Advisors provides discretionary investment management and financial planning consulting to individuals, high-net-worth clients, and business entities. The firm employs a goal-driven, tailored approach using technical, fundamental, and quantitative analysis, managing portfolios through the AssetMark platform with a small advisory team serving around 25 clients.
Series 63, Series 65
Blackstone, VA
Twin Rivers Advisors, LLC
Benjamin Bretz is a financial advisor at Twin Rivers Advisors, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Twin Rivers Advisors since 2022. Prior to that, he worked in various roles at BB Tools, Toolman Hobbs, and Coldwell Bankers Avenue. Twin Rivers Advisors provides discretionary investment management and financial planning consulting primarily to individuals, high-net-worth clients, and business entities. The firm employs a goal-driven, tailored investment approach using a combination of technical, fundamental, and quantitative analysis, managing portfolios through the AssetMark platform.
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