Derrick Stevens, financial advisor Lone Tree CO
93 score

Derrick Stevens

CRD Number: 1868644
Current Firm: Charles Schwab & Company, Inc.

Derrick Stevens (CRD# 1868644) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Lone Tree, CO Aug 2015 - Current 1
Charles Schwab Bank Lone Tree, CO Aug 2015 - Current 1
Denver Health & Hospital Authority Denver, CO Jan 2015 - Jun 2015 < 1
Charles Schwab Bank Lone Tree, CO Jul 2012 - Jan 2015 2
Charles Schwab & Company, Inc. Lone Tree, CO Apr 2011 - Jan 2015 3
Fidelity Brokerage Services LLC Denver, CO Jul 2008 - Apr 2011 2
Fidelity Investments Covington, KY Oct 2007 - Jul 2008 < 1
Unemployed Covington, KY Jan 2007 - Oct 2007 < 1
Impact Resource Group Dayton, OH Sep 2006 - Jan 2007 < 1
Unemployed Covington, KY Mar 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2007
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Derrick L. Stevens
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, 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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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