Derek Miller, financial advisor Ocala FL
89 score

Derek Miller

CRD Number: 6067045
Current Firm: Ameriprise Financial Services, Inc.

Derek Miller (CRD# 6067045) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Ocala, FL and has over 3 years of experience in the finance industry.

Similar Advisors
David Latch, financial advisor Ocala FL
David A. Latch
CRD# 5817785
Royal Fund Management, LLC
Score
100
Similar Advisors
Vannie Albanese, financial advisor Ocala FL
Vannie T. Albanese
CRD# 2277
Royal Fund Management, LLC
Score
96
Similar Advisors
Mark Bunker, financial advisor Ocala FL
Mark A. Bunker
CRD# 2348673
Royal Fund Management, LLC
Score
96
Company Name Location Dates Years
Ameriprise Financial Services, Inc. Ocala, FL May 2012 - Current 4
Ballyhoo Grill Gainesville, FL Jan 2013 - Jun 2013 < 1
Romney Campaign Gainesville, FL Aug 2012 - Jan 2013 < 1
Bonefish Grill Gainesville, FL May 2012 - Aug 2012 < 1
Fratstrong LLC Ocala, FL Mar 2012 - May 2012 < 1
Ichiban Gainesville, FL Aug 2009 - Apr 2012 2
Tonys Sushi Ocala, FL Jan 2008 - Aug 2009 1
Student Ocala, FL Apr 2003 - Jun 2009 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Derek J. Miller
Phone Number: 612-671-3131
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.