Steward Partners Investment Advisory
47yrs
Top advisor by experience in Lake Oswego
2yrs
Derek Driver
Financial advisor at Wells Fargo Advisors
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office5400 SW Meadows Rd Stes 200 & 250, Lake Oswego, OR 97035
How the firm is paid ?Percent of assets, Flat fee, Commissions
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Oct 2024 – nowWells Fargo Clearing Services, LLCCurrent firm
Questions to ask Derek
Tailored to Derek’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Wells Fargo Advisors at 314-875-3000 and ask for Derek Driver. Derek works from the Lake Oswego, OR office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Derek hold?
Series 66. 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Derek for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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