Derrick Frost (CRD# 5634634) is an Investment Advisor Representative working at Profusion Financial in Saint Louis, MO and has over 14 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Profusion Financial, Inc. | Reston, VA | Apr 2013 - Current | 11 |
| Capital Investment Group, Inc. | Raleigh, NC | Sep 2014 - Oct 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2010 |
- IA
- MO
- TX
- VA
-
Total Assets Under Management88MILLIONS
-
Total Number of Accounts229ACCOUNTS
-
Average Account Value$385,952
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
IA, MO, TX, VA
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