Akseli Derzon, financial advisor West Valley City UT

Akseli Derzon

CRD Number: 6895578
Current Firm: Lpl Financial LLC

Akseli Derzon (CRD# 6895578) is an Investment Advisor Representative working at Lpl Financial LLC in West Valley City, UT and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Taylorsville, UT Dec 2017 - Current 6
Mountain America Credit Union Taylorsville, UT Apr 2016 - Current 7
Dr Calvins Clinic West Valley City, UT Jan 2016 - Apr 2016 < 1
Brookstone Murray, UT Oct 2015 - Jan 2016 < 1
Lds Church Bahia Blanca, Sep 2013 - Oct 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2018
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Akseli Derzon
Phone Number: 704-733-3300
Registered State(s):
  • TX
  • UT
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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, WY

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