Derek Stiles, financial advisor Columbus OH
83 score

Derek Stiles

CRD Number: 3040378
Current Firm: Voya Financial Advisors, Inc.

Derek Stiles (CRD# 3040378) is an Investment Advisor Representative working at Voya Financial Advisors, Inc. in Columbus, OH and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Voya Financial Advisors Miamisburg,, OH Sep 2014 - Current 3
Stiles Wealth Management Group Miamisburg,, OH Aug 2012 - Current 5
Greater Dayton Home Remodeling, LLC Beavercreek, OH Sep 2004 - Current 13
Common Ground Properties, LLC Dayton, OH Sep 1997 - Current 20
Ing Financial Partners, Inc. Dayton, OH Jan 2011 - Sep 2014 3
Ing Financial Advisers. LLC Dayton, OH Jul 2007 - Dec 2010 3
Ing Dayton, OH Jul 2007 - Dec 2010 3
Fifth Third Bank Beavercreek, OH Sep 2006 - Jul 2007 < 1
Fifth Third Securities Beaver Creek, OH Sep 2006 - Jul 2007 < 1
Axa Advisors, LLC Cincinnati, OH Mar 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Derek E. Stiles
Phone Number: 1-800-356-2906
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    9,298
    MILLIONS
  • Total Number of Accounts
    59,441
    ACCOUNTS
  • Average Account Value
    $156,432
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV

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BADGES
83

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.