Derek
Levee
Ria Wealth Advisors, LLC
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About this Advisor
Derek Levee is a financial advisor based in Round Rock, Texas, working with Ria Wealth Advisors, LLC. Derek has previously held positions at First Allied Securities, Inc, Advanced Capital Management, Advanced Wealth Strategies, First Allied Advisory Services, Inc, Integrated Advisors Network, Vineyard Asset Management, Dfpg Investments LLC, Ria Advisors, Acm Capital Management, Animas Capital Management, and Ria Wealth Advisors, LLC. Derek has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Derek is part of Ria Wealth Advisors, LLC, which operates out of Round Rock, Texas. The firm has 1 office and 5 employees. The firm manages assets totaling $110.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Ria Wealth Advisors, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ria Wealth Advisors, LLC Brokerage Details
$110,017,639
5
545
$201,867
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Derek Levee Work History
Ria Wealth Advisors, LLC
Ria Advisors
Vineyard Asset Mangement
Dfpg Investments LLC
Animas Capital Management
Advanced Capital Management
Advanced Wealth Strategies
Integrated Advisors Network
First Allied Securities, Inc
First Allied Advisory Services. Inc
Acm Capital Management
Disclosures
Please visit the SEC profile of Derek Levee 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 Ria Wealth Advisors, LLC
Round Rock, TX
Round Rock, TX
Round Rock, TX
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