LD
PFS
LD
PFS

Louis Derito

27 Years of Experience
Feasterville, PA
BrokerSells Insurance

Louis Derito is a PFS-designated registered investment advisor, based in Feasterville, PA, with 27 years of industry experience.

Location

1039 Mill Creek Dr., Feasterville, PA, 19053

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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 ActivitiesSells Insurance

Louis sells equity indexed annuities through Avantax Insurance Agency and receives commissions for health insurance benefits as an independent insurance agent. He also owns rental property and provides accounting and tax services, dedicating nearly full-time hours to the latter.

Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
September 2025 - Present · 8 mos
Cetera Investment Advisers LLC
September 2025 - Present · 8 mos
Previous Registrations
Avantax Advisory Services
November 1999 - September 2025 · 25 yrs 10 mos
Avantax Investment Services, INC.Broker
January 1999 - September 2025 · 26 yrs 8 mos
State Registrations3 states
NCNJPA
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.
Louis Derito - Financial Advisor | TrueAdvisor