Derek Bland (CRD# 4910595) is an Investment Advisor Representative working at Lbmc Investment Advisors, LLC in Brentwood, TN and has over 19 years of experience in the finance industry. Derek Bland has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2638266
Cypress Capital, LLC
CRD# 3240223
Ameriprise Financial Services, LLC
CRD# 2546494
Ameriprise Financial Services, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lbmc Investment Advisors, LLC | Brentwood, TN | May 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2005 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2006 |
- TN
-
Total Assets Under Management1,809MILLIONS
-
Total Number of Accounts1,549ACCOUNTS
-
Average Account Value$1,167,540
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
AL, CA, FL, GA, KY, LA, MS, NC, NM, TN, TX
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