Derek Mitsuuchi is a registered investment advisor, based in Woodland Hills, CA, with 4 years of industry experience.
Location
21800 Oxnard St, Suite 660, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History
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 ActivitiesSells Insurance
Derek is an agent for Avantax Insurance Agency/Services, selling insurance products and dedicating a few hours per week to this. He also works full-time as a Wealth Management Assistant at Lazar and Company Certified Public Accountants, providing administrative support and assisting with tax planning and accounting services.
Employment History
Current Registrations
Cetera Wealth Services, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations1 state
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.