Derek Ryan Lussier

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2018 → 03/2026
  Edward Jones
  St Louis, MO
• 03/2014 → 04/2018
  Enterprise
  Windsor Locks, CT
• 03/2026 → Present
  Lpl Financial Llc
  Ellington, CT

Previous Registrations

• 2018-09-04 → 2026-03-03
  Edward Jones
  Ellington, CT
  St Louis, MO
  Ellington, CT
  Vernon Rockville, CT
  East Windsor, CT

Other Businesses

1. 03/2026 -Agent - Non-Variable Insurance - Investment Related - 5 Hour(s)/Month - 5 Hour(s) During Trading - Ellington CT 06029 - OBA Start Date: 01/01/2019 2. 03/2026 - Real Estate Rental - Investment Related - 0 Hour(s)/Month - 0 Hour(s) During Trading - North Myrtle Beach, SC - Start Date 07/01/2024 3. 03/2026 - Lussier Wealth & Consulting LLC - DBA for LPL Business (entity for LPL business) - Investment Related - 160 Hour(s)/Month - 160 Hour(s) During Trading - At Reported business location(s) - Start Date 01/01/2026

Exams

• S66 Uniform Combined State Law Examination
  2018-08-31

Designations

• Certified Financial Planner