Derek Kesig (CRD# 2771340) is an Investment Advisor Representative working at Tcp Asset Management, LLC in Columbus, OH and has over 25 years of experience in the finance industry.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 2278230
Lpl Financial LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Delaware Township | Delaware, OH | Jan 2024 - Current | < 1 |
United Planners' Financial Services Of America A Limited Partner | Scottsdale, AZ | Oct 2019 - Current | 4 |
Tcp Asset Management, LLC | Columbus, OH | Oct 2019 - Current | 4 |
Tcp Asset Managment | Columbus, OH | Jul 2018 - Current | 5 |
Derek Kesig | Columbus, OH | Jul 2018 - Current | 5 |
Mml Investors Services, LLC | Dublin, OH | Mar 2017 - Oct 2019 | 2 |
Massachusetts Mutual Life Insurance Company | Dublin, OH | Jul 2016 - Oct 2019 | 3 |
Metlife Securities Inc. | Springfield, MA | Nov 1998 - Oct 2019 | 20 |
Metropolitan Life Insurance Company | Broadview Heights, OH | Nov 1998 - Jul 2016 | 17 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Oct 1998 |
S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- OH
- SC
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Total Assets Under Management642MILLIONS
-
Total Number of Accounts3,634ACCOUNTS
-
Average Account Value$176,607
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, IL, IN, KY, LA, MA, MD, MI, MO, NC, NE, NH, NY, OH, PA, SC, TN, TX, VA, WA, WV, WY
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