Derek Robinett (CRD# 4925389) is an Investment Advisor Representative working at Amicus Financial Advisors, LLC in Midland, TX and has over 19 years of experience in the finance industry.
CRD# 4962716
Raymond James Financial Services Advisors, Inc.
CRD# 2285772
Raymond James Financial Services Advisors, Inc.
CRD# 5232805
Equilibria Wealth Management, LLC
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amicus Financial Advisors, LLC | Lubbock, TX | Mar 2021 - Current | 3 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jan 2018 - Feb 2021 | 3 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jan 2018 - Feb 2021 | 3 |
| Unemployed | Midland, TX | Sep 2017 - Dec 2017 | < 1 |
| Mml Investors Services | Midland, TX | Jun 2017 - Sep 2017 | < 1 |
| Basin Wealth Management, LLC | Midland, TX | Jan 2016 - Aug 2017 | 1 |
| Hd Vest Advisory Services | Midland, TX | Jul 2015 - Jun 2017 | 1 |
| Hd Vest Investment Services | Midland, TX | Jun 2015 - Jun 2017 | 2 |
| Zahir Noormohamed Pc | Midland, TX | Jul 2016 - Jan 2017 | < 1 |
| Arnold, Hancock & Wallach, Pllc | Midland, TX | Dec 2013 - Jul 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2005 |
| S63 | Uniform Securities State Law Examination | Jul 2015 |
- TX
-
Total Assets Under Management439MILLIONS
-
Total Number of Accounts1,359ACCOUNTS
-
Average Account Value$322,885
- 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
CA, CO, NM, PA, TX, UT, WI
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