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Derek P
Series 66
Kirkland, WA
Osaic Advisory Services, LLC
Derek Parsons is a Series 66-credentialed financial advisor with 14 years of industry experience, currently affiliated with Osaic Advisory Services, LLC. His prior experience includes roles at Wells Fargo Advisors and ongoing involvement with Moore Wealth Management, which he operates alongside his advisory work. Parsons is also an independent insurance agent. Osaic Advisory Services, LLC serves a diverse client base that includes individuals, pension and profit-sharing plans, corporate and charitable entities, and sovereign wealth funds. The firm offers a range of investment programs, retirement plan consulting, financial planning, and access to alternative investments, leveraging enterprise scale and platform integrations to support its advisory services.
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