Derek
Mitsuuchi
Avantax Advisory Services
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About this Advisor
Derek Mitsuuchi is a financial advisor based in Woodland Hills, California, working with Avantax Advisory Services. Derek has previously held positions at Lazar And Company Certified Public Accountants, Spencer Makenzies, Adolfo Camarillo High School, Avantax Advisory Services, and Avantax Investment Services, Inc. Derek has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Derek is part of Avantax Advisory Services, which operates out of Woodland Hills, California. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Derek Mitsuuchi Work History
Avantax Advisory Services
Avantax Investment Services, Inc
Lazar And Company Certified Public Accountants
Spencer Makenzies
Adolfo Camarillo High School
Disclosures
Please visit the SEC profile of Derek Mitsuuchi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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