Derwyn Anda
Derwyn Anda is a registered investment advisor at LPL Financial LLC, based in Laguna Niguel, CA, with 16 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
32341 Golden Lantern, Laguna Niguel, CA, 92677
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2014Other Business Activities
Derwyn operates under the DBA SDCCU Investment Services for his LPL business. This activity is investment-related and conducted at the reported business location(s).
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
LPL Financial LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Farmers Financial Solutions, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations12 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.