Derek Levee (CRD# 4121563) is an Investment Advisor Representative working at Ria Wealth Advisors, LLC in Round Rock, TX and has over 23 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Ria Wealth Advisors, LLC | Durango, CO | Mar 2023 - Current | 1 |
Ria Advisors | Houston, TX | Jan 2020 - Current | 4 |
Dfpg Investments LLC | Sandy, UT | Jul 2015 - Current | 8 |
Vineyard Asset Mangement | Springfield, MO | Jan 2015 - Current | 9 |
Animas Capital Management | Durango, CO | Jan 2015 - Current | 9 |
Advanced Capital Management | Round Rock, TX | Jan 2008 - Current | 16 |
Advanced Wealth Strategies | Round Rock, TX | Jan 2008 - Current | 16 |
Integrated Advisors Network | Palos Verdes Estates, CA | Jul 2015 - Jan 2020 | 4 |
First Allied Securities, Inc. | Round Rock, TX | May 2008 - Jul 2015 | 7 |
First Allied Advisory Services. Inc. | Round Rock, TX | May 2008 - Jul 2015 | 7 |
Acm Capital Management | Round Rock, TX | Jan 2000 - Dec 2014 | 14 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 2000 |
S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
- CO
-
Total Assets Under Management110MILLIONS
-
Total Number of Accounts545ACCOUNTS
-
Average Account Value$201,867
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CO, TX
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