Derrick Casey, financial advisor Seattle WA

Derrick Casey

CRD Number: 5047217
Current Firm: Cornerstone Wealth Management, LLC

Derrick Casey (CRD# 5047217) is an Investment Advisor Representative working at Cornerstone Wealth Management, LLC in Seattle, WA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Seattle Clinical Psychology Monroe, WA Jun 2016 - Current 5
Lpl Financial LLC Seattle, WA Aug 2012 - Current 9
Cornerstone Wealth Management, LLC Seattle, WA Aug 2012 - Current 9
Edward Jones St Louis, MO Jun 2007 - Aug 2012 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Derrick S. Casey
Phone Number: 636-397-6200
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    2,820
    MILLIONS
  • Total Number of Accounts
    13,620
    ACCOUNTS
  • Average Account Value
    $207,033
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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