Derrick Strub is a registered investment advisor at LPL Financial LLC, based in Irvine, CA, with 5 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
2855 Michelle Dr Ste 120, Irvine, CA, 92606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derrick operates under the DBA Solis Wealth Management, Inc. for his LPL business since 2021. He also owns a website design company (about 10-20% of his time), works as a valet (about a third of his time), and waits tables (about half of his time).
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations4 states
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