Derek A Ghia
Investment adviser representative at Lifeworks Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$966.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Lifeworks Advisors, LLCJan 2024 to now
- Lifeworks Advisors, LLC d/b/a North Corner WealthJan 2024 to now
- Greensview Wealth ManagementJan 2022 to Dec 2023
- Greensview Wealth ManagementJul 2018 to Dec 2021
- United Advisors Services, LLCMar 2018 to Jul 2018
- Morningstar Investment ServicesMay 2016 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (TN).
Lifeworks Advisors, LLC
$966.7MAssets managed
1,814Clients
42Advisers
5 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
- 5413223
- Firm CRD
- 288255