Derek Budd, financial advisor Jasper IN
89 score

Derek Budd

CRD Number: 6212105
Current Firm: Commonwealth Financial Network

Derek Budd (CRD# 6212105) is an Investment Advisor Representative working at Commonwealth Financial Network in Jasper, IN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jul 2016 - Current < 1
Metlife Securities Inc. Indianapolis, IN Jun 2014 - Jul 2016 2
New England Securities Indianapolis, IN May 2013 - Jun 2014 1
High School And College Jasper, IN Jul 2002 - Jul 2013 11
New England Securities Indianapolis, IN May 2012 - Jul 2012 < 1
Mcdonald's Jasper, IN Feb 2006 - Aug 2010 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2013
S65 NASAA Investment Advisors Law Examination Sep 2014
Contact Info for Derek P. Budd
Phone Number: 781-736-0700
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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