Derek Ross
Derek Ross is a registered investment advisor at LPL Financial LLC, based in Novi, MI, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
41875 West 11 Mile Rd, Ste 205, Novi, MI, 48375
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Regulatory History (1)
Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Derek is involved in several outside business activities. He works with Genesis Financial Partners, sells non-variable insurance products, is a part-time shipping director for Fluff & Tuff, and owns rental real estate.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Commonwealth Financial NetworkBroker
Sky Investments, INC.Broker
Securities America, INC.Broker
Linsco/private Ledger CORP.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations4 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.