Derek Sevier is a registered investment advisor, based in Greenwood Village, CO, with 30 years of industry experience.
Location
5299 Dtc Blvd, Suite 800, Greenwood Village, CO, 80111
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Regulatory History
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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Derek is a trustee of the J.K. Mullen Foundation, a charitable organization, since 2018, attending an annual meeting and suggesting charities. This requires minimal time commitment, except for the annual meeting which lasts about 7 hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Previous Registrations
Foresters Advisory Services, LLC
Foresters Financial Services, INC.Broker
State Registrations17 states
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.