Derek Bergquist (CRD# 4951650) is an Investment Advisor Representative working at Primerica Advisors in Rolling Meadows, IL and has over 18 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Bsi Group | Herndon, VA | Jan 2018 - Current | 6 |
Pfs Investments Inc. | Rolling Meadows, IL | Apr 2006 - Current | 18 |
Primerica Financial Services | Rolling Meadows, IL | Aug 2003 - Current | 21 |
Sterling Engineering | Westchester, IL | Sep 2017 - Jan 2018 | < 1 |
Unemployed | Chicago, IL | Feb 2016 - Aug 2016 | < 1 |
Pelron (ele) Corporation | Mccook, IL | May 2014 - Feb 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jun 2006 |
S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- IL
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Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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