Derek Macfarlane (CRD# 7558785) is an Investment Advisor Representative working at Lpl Financial LLC in Zionsville, IN and has 1 year of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5915026
Edward Jones
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Zionsville, IN | Jun 2023 - Current | < 1 |
| Thurston Springer | Indianapolis, IN | May 2023 - Jun 2023 | < 1 |
| Unemployed | Zionsville, IN | Jan 2023 - May 2023 | < 1 |
| Butler University | Indianapolis, IN | Aug 2019 - Dec 2022 | 3 |
| Zionsville Community Schools | Zionsville, IN | Jan 2013 - Jul 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2023 |
| S63 | Uniform Securities State Law Examination | Jun 2023 |
- IN
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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