Derek Sauerwine (CRD# 6269151) is an Investment Advisor Representative working at Brookstone Capital Management LLC in Fairfax, VA and has over 10 years of experience in the finance industry.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 2962660
Grove Point Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Brookstone Capital Management LLC | Wheaton, IL | Jun 2016 - Current | 7 |
| Cts Financials Llc D/b/d Three Leaf Financial | Ashburn, VA | Mar 2010 - Current | 14 |
| Horter Investment Management, LLC | Cincinnati, OH | Nov 2013 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2013 |
- CA
- FL
- MD
- NC
- PA
- TX
- VA
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Total Assets Under Management8,843MILLIONS
-
Total Number of Accounts68,500ACCOUNTS
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Average Account Value$129,089
- 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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