Derek
Easdon
Aegis Wealth Management, Inc
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About this Advisor
Derek Easdon is a financial advisor working out of Lone Tree, Colorado who has 2 years of relevant experience. Easdon is on the advisory team at Aegis Wealth Management, Inc. Throughout their career, they have worked at Charles Schwab & Co., Inc, Basketball Official, Aegis Wealth Management, Inc and Annuity Agents Alliance. Easdon maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is registered to serve investors in Colorado. Aegis Wealth Management, Inc is a registered investment company that has its headquarters in Guthrie Center, IA. The firm has offices in 26 locations and a total of 28 advisors. It handles $135 million in total assets between its 1,147 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 1,147 customer accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in investable assets. The company provides a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advisory services usually depend on the type of financial services. However, fees charged by Aegis Wealth Management, Inc most likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Aegis Wealth Management, Inc Brokerage Details
$134,993,577
28
1,147
$117,693
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Derek Easdon Work History
Derek has been registered as a financial advisor for 2 years.*
Aegis Wealth Management, Inc
Annuity Agents Alliance
Basketball Official
Charles Schwab & Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Derek Easdon to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aegis Wealth Management, Inc
Guthrie Center, IA
Tewksbury, MA
Wellington, FL
Guthrie Center, IA
Denver, CO
Guthrie Center, IA
Caldwell, ID
Wheat Ridge, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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