Derek Riddle (CRD# 5850534) is an Investment Advisor Representative working at Donaldson Capital Management LLC in Evansville, IN and has over 13 years of experience in the finance industry.
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
CRD# 5466140
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Donaldson Capital Management | Evansville, IN | Mar 2021 - Current | 3 |
| Td Ameritrade, Inc. | Evansville, IN | Feb 2018 - Jan 2021 | 2 |
| Td Ameritrade Investment Management, LLC | Omaha, NE | Feb 2018 - Jan 2021 | 2 |
| Scottrade | Evansville, IN | Jan 2017 - Jan 2021 | 4 |
| Ss&c Technologies | Evansville, IN | Dec 2015 - Jan 2017 | 1 |
| Helzberg Diamonds | Evansville, IN | Nov 2015 - Dec 2015 | < 1 |
| Ameriprise Financial/weaver, Dalton & Associates | Haubstadt, IN | Feb 2015 - Nov 2015 | < 1 |
| Reitz High School/reitz High School Booster Club | Evansville, IN | Jun 2015 - Oct 2015 | < 1 |
| Self-employed | Newburgh, IN | Nov 2013 - Feb 2015 | 1 |
| Reitz High School/reitz High School Booster Club | Evansville, IN | Jun 2014 - Oct 2014 | < 1 |
| University Of Southern Indiana | Evansville, IN | Jan 2014 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2017 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IN
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Total Assets Under Management2,677MILLIONS
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Total Number of Accounts1,716ACCOUNTS
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Average Account Value$1,560,281
- A percentage of assets under your management
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
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