Derwin Dumont is a registered investment advisor at LPL Financial LLC, based in Lacey, WA, with 12 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
676 Woodland Square Loop Se, Ste 302W, Lacey, WA, 98503
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Regulatory History (1)
Financial
September 2022Other Business Activities
Derwin operates under two DBAs, Stable Wealth and Stable Wealth Advisors, for his LPL business. These activities are investment-related and take nearly all of Derwin's time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations19 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.