Derik Sullivan, financial advisor Luther OK

Derik Sullivan

CRD Number: 5052631
Current Firm: Cetera Advisor Networks LLC

Derik Sullivan (CRD# 5052631) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Luther, OK and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jun 2021 - Current < 1
Voya Financial Advisors Blanchard, OK Sep 2014 - Jun 2021 6
Ing Financial Partners Oklahoma City, OK Jan 2008 - Sep 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2006
S65 NASAA Investment Advisors Law Examination Feb 2017
Contact Info for Derik M. Sullivan
Phone Number: 310-326-3100
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    25,817
    MILLIONS
  • Total Number of Accounts
    81,004
    ACCOUNTS
  • Average Account Value
    $318,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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