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Brent Derossett

10 Years of Experience
BrokerSells Insurance

Brent Derossett is a registered investment advisor, based in Branson, MO, with 10 years of industry experience.

Location

800 State Hwy 248, Ste 4F, Branson, MO, 65616

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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

Brent is a co-owner of Advocate CPAs & Advisors, LLC, a CPA and tax firm, dedicating nearly full-time hours to it. He also co-owns rental property and is a life insurance agent selling life insurance and fixed annuity products, spending a few hours per week on insurance sales.

Employment History
Current Registrations
Saxony Securities, INC.Broker
January 2024 - Present · 2 yrs 3 mos
Saxony Capital Management, LLC
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
The O.N. Equity Sales CompanyBroker
May 2020 - December 2023 · 3 yrs 7 mos
On Investment Management CO
January 2020 - December 2023 · 3 yrs 11 mos
Saxony Capital Management, LLC
January 2016 - December 2019 · 3 yrs 11 mos
State Registrations1 state
MO
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.
Brent Derossett - Financial Advisor | TrueAdvisor