Derek EvansCRD Number: 6605003
Current Firm: Primerica Advisors
Derek Evans (CRD# 6605003) is an Investment Advisor Representative working at Primerica Advisors in Lancaster, PA and has over 4 years of experience in the finance industry.
Thrivent Investment Management Inc.
Foresight Financial Planning LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Pfs Investments Inc.||West Lawn, PA||Apr 2020 - Current||1|
|Antietam School District||Reading, PA||Dec 2019 - Current||2|
|Primerica Financial Services||Lancaster, PA||Sep 2015 - Current||6|
|Pfs Investments Inc.||Lancaster, PA||Mar 2016 - Dec 2019||3|
|First Energy Corporation||Reading, PA||Jan 2019 - May 2019||< 1|
|Supportive Concepts||Reading, PA||Aug 2018 - Nov 2018||< 1|
|Fulton Bank||Reading, PA||Dec 2017 - Jul 2018||< 1|
|Hertz Corporation||Reading, PA||Mar 2015 - Oct 2016||1|
|Enterprise Rent A Car||Reading, PA||Oct 2014 - Mar 2015||< 1|
|Morning Dew Landscaping||Birdsboro, PA||May 2014 - Oct 2014||< 1|
|National Penn Bank||Reading, PA||Aug 2013 - May 2014||< 1|
|Antietam Valley Recreation Center||Reading, PA||Jan 2006 - Aug 2013||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2017|
|S65||NASAA Investment Advisors Law Examination||Jun 2018|
Total Assets Under Management5,090MILLIONS
Total Number of Accounts39,842ACCOUNTS
Average Account Value$127,761
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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