Derek Hernquist (CRD# 2255879) is an Investment Advisor Representative working at Aptus Capital Advisors, LLC in Charlotte, NC and has over 9 years of experience in the finance industry.
CRD# 2867492
Defender Capital
CRD# 5753288
Morgan Stanley
CRD# 6172815
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aptus Capital Advisors, LLC | Fairhope, AL | Apr 2018 - Current | 6 |
| Strategic Index Advisors | Charlotte, NC | Dec 2017 - Mar 2018 | < 1 |
| Adhesion Wealth Advisor Solutions | Charlotte, NC | Jul 2015 - Dec 2017 | 2 |
| Motif Investing | San Mateo, CA | Jun 2014 - Jun 2015 | 1 |
| D. Scott Neal, Inc. | Louisville, KY | Jan 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2014 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- NC
-
Total Assets Under Management5,285MILLIONS
-
Total Number of Accounts7,056ACCOUNTS
-
Average Account Value$749,019
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WV
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