William Derrington, financial advisor Bellevue WA
62 score

William Derrington

CRD Number: 1325480
Current Firm: Royal Fund Management, LLC

William Derrington (CRD# 1325480) is an Investment Advisor Representative working at Royal Fund Management, LLC in Bellevue, WA and has over 25 years of experience in the finance industry.

Similar Advisors
Matt Mormino, financial advisor Bellevue WA
Matt Mormino
CRD# 5962359
Brighton Jones LLC
Score
105
Similar Advisors
Sunil Sanghvi, financial advisor Bellevue WA
Sunil N. Sanghvi
CRD# 5545981
Edward Jones
Score
100
Similar Advisors
Mark Bergeron, financial advisor Bellevue WA
Mark A. Bergeron
CRD# 839130
Wlfb Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Royal Fund Management, LLC The Villages, FL Aug 2015 - Current 1
Westmont Associates Aka Westmont Financial Bellevue, WA Jan 1980 - Current 36
Independent Financial Group Bellevue, WA Jan 2014 - Jul 2015 1
Kcd Financial, Inc. Bellevue, WA Dec 2006 - Dec 2013 7
Ing Financial Partners, Inc. Des Moines, IA Jul 2006 - Dec 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S65 NASAA Investment Advisors Law Examination May 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for William D. Derrington
Phone Number: 352-750-1637
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    214
    MILLIONS
  • Total Number of Accounts
    2,981
    ACCOUNTS
  • Average Account Value
    $71,682
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AR, AZ, CA, CO, CT, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
62

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.