DL
CFP
DL
CFP

Derek Louch

30 Years of Experience
Mobile, AL
Broker

Derek Louch is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Mobile, AL, with 30 years of industry experience. Derek is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

41 W I-65 Service Road N Ste 220, Mobile, AL, 36608

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derek owns rental property in Saraland, AL, and timber property in Catherine, AL, jointly with his spouse. These activities are investment-related and require minimal time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
July 2003 - Present · 23 yrs 3 mos
Wells Fargo Advisors
July 2003 - Present · 23 yrs 3 mos
Previous Registrations
Prudential Securities Incorporated
April 1996 - July 2003 · 7 yrs 3 mos
Prudential Securities IncorporatedBroker
December 1995 - July 2003 · 7 yrs 7 mos
State Registrations28 states
ALARAZCACOFLGAIDILKSLAMAMDMSNMNYOHOKORPARISCSDTNTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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