Derek EbertCRD Number: 5892516
Current Firm: Cetera Investment Advisers LLC
Derek Ebert (CRD# 5892516) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Oklahoma City, OK and has over 5 years of experience in the finance industry.
Mark I Asset Management, Ltd
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Trilogy Financial Solutions
|Cetera Investment Advisors LLC||Oklahmoa City, OK||Mar 2014 - Current||2|
|Cetera Investment Services LLC||St. Cloud, MN||Nov 2013 - Current||2|
|First Fidelity Bank||Oklahoma City, OK||Oct 2008 - Current||8|
|Mml Investors Services LLC||Oklahoma City, OK||Mar 2011 - Oct 2013||2|
|Massmutual Life Insurance Company||Oklahoma City, OK||Feb 2011 - Oct 2013||2|
|Kohl's||Edmond, OK||Jun 2006 - Oct 2008||2|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2013|
|S63||Uniform Securities State Law Examination||May 2011|
Total Assets Under Management7,010MILLIONS
Total Number of Accounts26,660ACCOUNTS
Average Account Value$262,943
- 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
- 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
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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