Derek Green

Employer firm

Wealth Enhancement Advisory Services, LLC CRD 116407

$122B regulatory AUM 327 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• ERISA 3(38) INVESTMENT MANAGER

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

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

Current Employers

Employment History

• 01/1993 → 06/2025
  Lpl Financial Llc
  Folsom, CA
• 09/2016 → 07/2022
  Titus Wealth Management
  Folsom, CA
• 08/2022 → Present
  Wealth Enhancement Advisory Services, Llc
  Folsom, CA
• 08/2022 → Present
  Wealth Enhancement Group
  Folsom, CA
• 08/2022 → Present
  Wealth Enhancement Brokerage Services
  Folsom, CA

Previous Registrations

• 2016-09-13 → 2022-09-01
  Titus Wealth Management
  Folsom, CA
• 1997-12-31 → 2017-12-21
  Lpl Financial Llc
  Folsom, CA
  Folsom, CA
  Folsom, CA

Other Businesses

1. 08/25/2022 - Wealth Enhancement Advisory Services LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - financial advisor - Start Date - 08/01/2022 - 170 Hours Per Month/170 Hours During Securities Trading - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-21
• S63 Uniform Securities Agent State Law Examination
  1993-02-19

Other Names

• Derek Thomas Green