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Derek L
Series 63, Series 65
Durango, CO
RIA Wealth Advisors, LLC
Derek Levee is a financial advisor with RIA Wealth Advisors, LLC in Durango, CO, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at DFPG Investments LLC, RIA Advisors, and First Allied Advisory Services, among others. He is also involved with Advanced Wealth Strategies, operating under Levee Unlimited, Inc. RIA Wealth Advisors provides fee-based investment management and financial planning primarily for individual and high-net-worth clients. The firm focuses on strategic asset allocation, using passive index funds and ETFs as core holdings complemented by selectively added active funds and global diversification.
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