Ellwood
Derricks

Partnership Wealth Management

CRD#3070255
Investment Advisor
in Towson, MD

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About this Advisor

Ellwood Derricks is a financial advisor based in Towson, Maryland, working with Partnership Wealth Management. Ellwood has previously held positions at Financial Advocates Investment Management, Partnership Wealth Management, LLC, and LPL Financial, LLC. Ellwood has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, District of Columbia, Florida, Maryland, Texas, and Virginia. Currently, Ellwood is part of Partnership Wealth Management, which operates out of Towson, Maryland. The firm has 6 employees and manages assets totaling $189.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and the publication of newsletters. The fee structure at Partnership Wealth Management includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

606 E Joppa Road
Towson, MD 21286

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Partnership Wealth Management Brokerage Details

Total Assets Under Management

$189,400,000

MD Average: $6,889,882,315
Total Number of Employees

6

MD Average: 45
Total Number of Accounts

484

MD Average: 765
Average Account Size

$391,322

MD Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters

Ellwood Derricks Work History

2016 - Present (8 years)

Partnership Wealth Managment, LLC

2016 - 2016 (< 1 year)

Financial Advocates Investment Management

2005 - 2016 (11 years)

Lpl Financial, LLC

Disclosures

Please visit the SEC profile of Ellwood Derricks 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 Partnership Wealth Management

Deborah Doyle
Towson, MD
Samrang Vattana Hai
Towson, MD
Ellwood Derricks
Towson, MD

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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