Derek O'sullivan, financial advisor Puyallup WA
93 score

Derek O'sullivan

CRD Number: 4515001
Current Firm: Edward Jones

Derek O'sullivan (CRD# 4515001) is an Investment Advisor Representative working at Edward Jones in Puyallup, WA and has over 14 years of experience in the finance industry.

Similar Advisors
Gary Gould, CIMA®, financial advisor Puyallup WA
Gary M. Gould, CIMA®
CRD# 3258554
Wells Fargo Advisors Financial Network, LLC
Score
100
Similar Advisors
John Gould, financial advisor Puyallup WA
John M. Gould
CRD# 2620113
Wells Fargo Advisors Financial Network, LLC
Score
98
Similar Advisors
Michael McBride, financial advisor Puyallup WA
Michael J. McBride
CRD# 1834978
Mcbride Financial Advisors, LLC
Score
98
Company Name Location Dates Years
Edward Jones St Louis, MO Oct 2002 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Nov 2007
Contact Info for Derek J. O'sullivan
Phone Number: 314-515-2000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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

Ready to hire a financial advisor? Get competitive proposals from Derek O'sullivan and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.