Deriek Patterson
Deriek Patterson is a registered investment advisor at LPL Financial LLC, based in Seminole, OK, with 28 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
201 N. Milt Phillips, Seminole, OK, 74818
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Regulatory History (1)
Customer Dispute
May 2015Other Business ActivitiesSells Insurance
Deriek sells a few fixed annuities and life insurance contracts each year through First United Investment Services. He spends minimal time on this activity.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Investment Professionals, INC.Broker
Liberty Securities CorporationBroker
Independent Financial Securities, INC.Broker
Edward D. Jones & CO., L.P.Broker
State Registrations5 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.