Derek Finney is a CFP-designated registered investment advisor, based in Cranberry Twp, PA, with 8 years of industry experience.
Location
1659 Rt 228, Suite 5, Cranberry Twp, PA, 16066
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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.
Learn about disclosures →Other Business Activities
Derek operates J Cubed Financial Advisory Group, LLC as a DBA for his LPL business. This investment-related activity takes nearly full-time hours.
Employment History
Current Registrations
Newedge Securities, LLCBroker
August 2025 - Present · 9 mos
Hoffman Capital Advisors LLC
August 2025 - Present · 9 mos
Previous Registrations
LPL Financial LLC
November 2023 - August 2025 · 1 yr 9 mos
LPL Financial LLCBroker
November 2023 - August 2025 · 1 yr 9 mos
Cambridge Investment Research, INC.Broker
December 2022 - December 2023 · 1 yr
Cambridge Investment Research Advisors, INC.
December 2022 - December 2023 · 1 yr
Cantella & CO., INC.
November 2022 - June 2023 · 7 mos
Cantella & CO., INC.Broker
November 2022 - December 2022 · 1 mo
PNC InvestmentsBroker
August 2019 - November 2022 · 3 yrs 3 mos
PNC Investments
August 2019 - November 2022 · 3 yrs 3 mos
Hefren-Tillotson, INC.
October 2018 - May 2019 · 7 mos
Hefren-Tillotson, INC.Broker
May 2018 - May 2019 · 1 yr
Nylife Securities LLCBroker
October 2017 - April 2018 · 6 mos
State Registrations1 state
PA
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.