Commonwealth Financial Network
41yrs
Top advisor by experience in Ashland
5yrs
Derek Ballinger
Financial advisor at Crosby Advisory Group
Based in Ashland, Ohio, Derek Ballinger is a fiduciary financial advisor with 5 years of industry experience. Derek has been with Crosby Advisory Group since 2021. Derek holds the CFA designation.
One of 34 advisors with offices in Ashland, and one of 30 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office19 W. Main St., Ashland, OH 44805
How the firm is paid ?Percent of assets
Typical client at the firm ?$152,164
Advisors at the firm4
States licensed ?1 state
Services through Crosby Advisory Group
Financial planningInvestment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2021 – nowCrosby Advisory Group, LLCCurrent firm
Questions to ask Derek
Tailored to Derek’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Derek
How do I contact Derek?
Call Crosby Advisory Group at (419) 496-0770 and ask for Derek Ballinger. Derek works from the Ashland, OH office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Derek hold?
Series 65. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Crosby Advisory Group reports being paid by a percentage of the assets they manage. Ask Derek for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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