Derrick Stevens (CRD# 1868644) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Lone Tree, CO and has over 16 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Lone Tree, CO | Aug 2015 - Current | 8 |
| Charles Schwab Bank | Lone Tree, CO | Aug 2015 - Current | 8 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2007 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2010 |
- CO
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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