Derrick AldermanCRD Number: 5563555
Current Firm: Wells Fargo Advisors, LLC
Derrick Alderman (CRD# 5563555) is an Investment Advisor Representative working at Wells Fargo Advisors, LLC in Orlando, FL and has over 9 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 Advisors LLC||Indianapolis, IN||Jul 2010 - Current||7|
|Edward Jones||Fort Wayne, IN||Jul 2008 - Jul 2010||2|
|Wells Fargo||Fort Wayne, IN||Jun 2007 - Jun 2008||1|
|Unvierisity Of Saint Francis||Fort Wayne, IN||Aug 2003 - Jun 2007||3|
|Walburn Financial Management||Fort Wayne, IN||Jan 2007 - May 2007||< 1|
|Federal Express||Indianapolis, IN||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2008|
Total Assets Under Management372,113MILLIONS
Total Number of Accounts1,339,368ACCOUNTS
Average Account Value$277,827
- 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