Derek Uehara
Derek Uehara is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Las Vegas, NV, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
9205 W Russell Rd, Suite240, Las Vegas, NV, 89148
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek owns a personal/private investment property and is the president of Uehara Financial & Longevity Planning and Uehara Financial Group, LLC. He also works as a writer and emcees special events, and spends about a quarter to half of his time as a financial advisor to clients.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations21 states
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