Derek SchreinerCRD Number: 6273570
Current Firm: The Retirement Group, LLC
Derek Schreiner (CRD# 6273570) is an Investment Advisor Representative working at The Retirement Group, LLC in San Diego, CA and has over 2 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|The Retirement Group||San Diego, CA||Oct 2013 - Current||3|
|Ucsd Transportation||La Jolla, CA||Jun 2010 - Oct 2013||3|
|School||San Diego, CA||Jul 2004 - Oct 2013||9|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management94MILLIONS
Total Number of Accounts832ACCOUNTS
Average Account Value$112,694
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, FL, GA, ID, IL, KS, LA, MD, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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