Derek Mosley, financial advisor Mechanicsburg PA
90 score

Derek Mosley

CRD Number: 6020464
Current Firm: Lifeguide Financial Advisors, LLC

Derek Mosley (CRD# 6020464) is an Investment Advisor Representative working at Lifeguide Financial Advisors, LLC in Mechanicsburg, PA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Lifeguide Financial Advisors, LLC Mechanicsburg, PA Nov 2016 - Current 1
Proequities Inc. Mechanicsburg, PA Aug 2013 - Nov 2016 3
Keystone Financial Associates Mechanicsburg, PA Jun 2013 - Dec 2014 1
Messiah College Mechanicsburg, PA Aug 2009 - Jun 2013 3
Turnbridge Group / Rbc Wealth Management Lemoyne, PA Jan 2013 - May 2013 < 1
Masonic & Gurnick Financial Advisory Camp Hill, PA Feb 2012 - May 2012 < 1
Mountain View High School Stafford, VA Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2013
Contact Info for Derek G. Mosley
Phone Number: (717) 796-1700
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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