Derrick AldermanCRD Number: 5563555
Current Firm: Wells Fargo Clearing Services, LLC
Derrick Alderman (CRD# 5563555) is an Investment Advisor Representative working at Wells Fargo Clearing Services, LLC in Orlando, FL and has over 10 years of experience in the finance industry. Derrick Alderman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Wells Fargo Clearing Services, LLC||Indianapolis, IN||Nov 2016 - Current||2|
|Wells Fargo Advisors LLC||Indianapolis, IN||Jul 2010 - Nov 2016||6|
|Edward Jones||Fort Wayne, IN||Jul 2008 - Jul 2010||2|
|Wells Fargo||Fort Wayne, IN||Jun 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management409,716MILLIONS
Total Number of Accounts1,359,521ACCOUNTS
Average Account Value$301,368
- 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)
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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