Since joining LPL Financial in 1993, Derek has provided fee-based investment advisory services, as well as traditional brokerage services. He is jointly responsible for in-house market research in an effort to compliment LPL Research to assist in the management of Green Wealth Management client accounts. He assists in co-management of individual, trust, retirement/qualified, and nonprofit accounts, as well as a co-presenter at regular client education meetings covering LPL Research Market and Economic Commentary. Derek is a 1993 graduate from the University of the Pacific with a Bachelor of Science degree in Business Administration and concentration of study in Financial Portfolio Management.
The financial consultants of Green Wealth Management are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Titus Wealth Management, a registered investment advisor. Titus Wealth Management and Green Wealth Management are separate entities from LPL Financial.