Derek Stone (CRD# 7855354) is an Investment Advisor Representative working at Alaska Wealth Advisors in Anchorage, AK and has 1 year of experience in the finance industry.
CRD# 6618470
Bright Road Wealth Management, LLC
CRD# 4945927
Ubs Financial Services Inc.
CRD# 2894797
Bright Road Wealth Management, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Alaska Wealth Advisors | Anchorage, AK | Apr 2023 - Current | 1 |
Ak Good Wood | Anchorage, AK | Jul 2022 - Mar 2023 | < 1 |
Lakewood Racquet Club / Tacoma Country Club | Tacoma, WA | Jun 2020 - May 2022 | 1 |
Pacific Lutheran University | Tacoma, WA | Sep 2018 - May 2022 | 3 |
Plu Telalutes | Tacoma, WA | Feb 2022 - Apr 2022 | < 1 |
Dimond High School | Anchorage, AK | Jan 2014 - Sep 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Dec 2023 |
- AK
-
Total Assets Under Management875MILLIONS
-
Total Number of Accounts2,004ACCOUNTS
-
Average Account Value$436,595
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AZ, CA, OR, TX, WA
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