Derek Doo (CRD# 4456911) is an Investment Advisor Representative working at Wealthcare Investment Partners LLC in Portsmouth, RI and has over 22 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Private Client Services | Smithfield, RI | Jul 2020 - Current | 3 |
| Wealthcare Investment Partners, LLC | Smithfield, RI | Jun 2020 - Current | 3 |
| Lpl Financial LLC | Providence, RI | Feb 2005 - Jun 2020 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2002 |
- RI
- TX
-
Total Assets Under Management560MILLIONS
-
Total Number of Accounts2,652ACCOUNTS
-
Average Account Value$211,184
- 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
- Pension consulting services
CA, CO, CT, FL, LA, MA, ME, NH, NY, RI, SC, TX
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