Derek ShaverCRD Number: 5063767
Current Firm: Lpl Financial LLC
Derek Shaver (CRD# 5063767) is an Investment Advisor Representative working at Lpl Financial LLC in Fairmont, MN and has over 15 years of experience in the finance industry.
Thrivent Investment Management Inc.
Sweet Financial Partners, LLC
|Lpl Financial LLC||New Ulm, MN||Feb 2018 - Current||3|
|Sii Investments, Inc.||New Ulm, MN||Jul 2008 - Feb 2018||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2006|
|S66||NASAA Uniform Combined State Law Examination||Apr 2012|
Total Assets Under Management268,834MILLIONS
Total Number of Accounts1,055,189ACCOUNTS
Average Account Value$254,773
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, VI, VT, WA, WI, WV, WY
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