Derek Ifasi (CRD# 5574055) is an Investment Advisor Representative working at Retiresharp Wealth Management, LLC in Tampa, FL and has over 15 years of experience in the finance industry.
CRD# 5089860
Lansdowne Wealth Management, LLC
CRD# 4579297
Upper Left Wealth Management, LLC
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Retiresharp Wealth Management, LLC | Tampa, FL | Mar 2020 - Current | 4 |
| Derek Ifasi | Tampa, FL | Aug 2018 - Current | 5 |
| Ifasi Financial Group, LLC | Tampa, FL | Sep 2010 - Current | 13 |
| Retirement Wealth Advisors | Tampa, FL | Mar 2017 - Aug 2020 | 3 |
| Ae Wealth Management, LLC | Topeka, KS | Jan 2017 - Mar 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2009 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- FL
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts105ACCOUNTS
-
Average Account Value$66,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, TX
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