DH
DH

Derek Hart

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
74 advisors
Number of Clients
67,276 clients
Average Client Portfolio
$927K average
Assets Under Management
$62.4B

Fee Structure

Financial Planning:Investment management only
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Location

1301 Second Avenue, 18th Floor, Seattle, WA, 98101

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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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Employment History
Current Registrations
Russell Investments
December 2018 - Present · 7 yrs 2 mos
Russell Investments Financial Services, LLCBroker
November 2018 - Present · 7 yrs 3 mos
State Registrations2 states
CAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Derek Hart - Financial Advisor | TrueAdvisor