Derek VailCRD Number: 7237840
Current Firm: Prudential Financial Planning Services
Derek Vail (CRD# 7237840) is an Investment Advisor Representative working at Prudential Financial Planning Services in Jacksonville, FL and has 1 year of experience in the finance industry.
Deutsche Bank Securities Inc.
Fidelity Personal And Workplace Advisors
|Prudential Insurance Company Of America||Jacksonville, FL||Aug 2020 - Current||2|
|Pruco Securities, LLC||Jacksonville, FL||Jun 2020 - Current||3|
|Coastal Wealth/massmutual||Jacksonville, FL||Mar 2019 - Jun 2020||1|
|University Of North Florida||Jacksonville, FL||Aug 2018 - Mar 2019||< 1|
|University Of North Florida||Jacksonville, FL||Oct 2017 - Aug 2018||< 1|
|Prospectwire||Tampa, FL||May 2016 - Oct 2017||1|
|Gatorball Baseball Academy||Gainesville, FL||Jun 2012 - May 2017||4|
|Lawton Chiles H.s.||Tallahassee, FL||Aug 2016 - Oct 2016||< 1|
|Lawton Chiles H.s.||Tallahassee, FL||Aug 2015 - Oct 2016||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2021|
|S63||Uniform Securities State Law Examination||Sep 2021|
Total Assets Under Management14,029MILLIONS
Total Number of Accounts106,737ACCOUNTS
Average Account Value$131,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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