Derrik Brown (CRD# 6316280) is an Investment Advisor Representative working at Infinex Investments, Inc. in Jonestown, PA and has over 3 years of experience in the finance industry.
CRD# 5993607
Thrivent Investment Management Inc.
Score
100
CRD# 5954282
Msi Financial Services, Inc.
Score
100
CRD# 3057828
Retirement Collaborative LLC
Score
98
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Infinex Investments, Inc. | Meriden, CT | Jan 2016 - Current | 1 |
| Jonestown Bank & Trust Company | Jonestown, PA | Dec 2015 - Current | 1 |
| Bbtis | Harrisburg, PA | Nov 2015 - Dec 2015 | < 1 |
| Cetera Investment Advisers LLC | Millersburg, PA | Jul 2014 - Nov 2015 | 1 |
| Cetera Investment Services LLC | St.cloud, MN | Mar 2014 - Nov 2015 | 1 |
| Susquehanna Bank | Millersburg, PA | Jan 2014 - Nov 2015 | 1 |
| Crump Life Insurance Services | Harrisburg, PA | Aug 2013 - Jan 2014 | < 1 |
| Unemployed | Halifax, PA | May 2013 - Aug 2013 | < 1 |
| Messiah College | Mechanicsburg, PA | May 2012 - May 2013 | 1 |
| Messiah College | Mechanicsburg, PA | Aug 2010 - May 2013 | 2 |
| Messiah College | Mechanicsburg, PA | May 2011 - Aug 2011 | < 1 |
| Isaac's Deli | Harrisburg, PA | Aug 2009 - Feb 2011 | 1 |
| Harrisburg Area Community College | Harrisburg, PA | Aug 2009 - May 2010 | < 1 |
| Five Guy's | Harrisburg, PA | May 2009 - Aug 2009 | < 1 |
| Harrisburg Christian School | Harrisburg, PA | Mar 2004 - May 2009 | 5 |
| Target | Harrisburg, PA | Jun 2008 - Sep 2008 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2014 |
| S63 | Uniform Securities State Law Examination | Jun 2014 |
- PA
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Total Assets Under Management580MILLIONS
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Total Number of Accounts2,901ACCOUNTS
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Average Account Value$199,891
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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