Derrick Arnold (CRD# 6672168) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Phoenixville, PA and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Royal Alliance Associates, Inc. | Phoenixville, PA | Dec 2021 - Current | 2 |
| Citizens Securities, Inc. | Philadelphia, PA | Dec 2018 - Dec 2021 | 3 |
| Cuso Financial Services, LP | San Diego, CA | Aug 2016 - Dec 2018 | 2 |
| Citadel Fcu | Exton, PA | Feb 2015 - Dec 2018 | 3 |
| Market Street Print | West Chester, PA | Apr 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2019 |
- PA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- 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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