Derek
Mosley
Lifeguide Financial Advisors, LLC
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About this Advisor
Derek Mosley is a financial advisor based in Mechanicsburg, Pennsylvania, working with Lifeguide Financial Advisors, LLC. Derek has previously held positions at Proequities Inc, Keystone Financial Associates, and Lifeguide Financial Advisors, LLC. Derek has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Derek is part of Lifeguide Financial Advisors, LLC, which operates out of Mechanicsburg, Pennsylvania. The firm has 1 office and 17 employees. The firm manages assets totaling $372.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Lifeguide Financial Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lifeguide Financial Advisors, LLC Brokerage Details
$372,527,977
17
2,271
$164,037
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Derek Mosley Work History
Lifeguide Financial Advisors, LLC
Proequities Inc
Keystone Financial Associates
Disclosures
Please visit the SEC profile of Derek Mosley 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 Lifeguide Financial Advisors, LLC
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
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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