Derek Drege
Derek Drege is a registered investment advisor at LPL Financial LLC, based in Bismarck, ND, with 13 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
2900 N. Washington St., Bismarck, ND, 58503
Get directionsHistory
Regulatory History (1)
Regulatory
September 2012Other Business ActivitiesSells Insurance
Derek is an insurance agent selling life and health insurance products, dedicating minimal time to this. He also owns rental properties and is co-owner of a retail business selling cosmetics, supplements, and nutritional products, as well as treasurer of a commercial rental space landlord.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations11 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.