Derek Alexander Ross
Investment adviser representative at LPL Financial LLC
25 yearsExperience
1 stateRegistered in
$819.1BFirm assets
51 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
25 years in the industry.
- LPL Financial LLCMay 2022 to now
- Genesis Financial PartnersAug 2001 to now
- Cambridge Investment Research Advisors, Inc.Mar 2005 to Apr 2022
- Cambridge Investment Research, Inc.Aug 2001 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (MI).
LPL Financial LLC
$819.1BAssets managed
1,986,990Clients
22,674Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2836699
- Firm CRD
- 6413