Derrick Mims (CRD# 6167632) is an Investment Advisor Representative working at Planmember Securities Corporation in Oviedo, FL and has over 10 years of experience in the finance industry.
CRD# 6160017
Cetera Investment Advisers LLC
CRD# 2811837
Certified Advisory Corp
CRD# 5855622
Financial Harvest Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bencor, Inc. | Winter Springs, FL | Apr 2015 - Current | 9 |
| Us Employee Benefits Services Group, LLC | Winter Springs, FL | Apr 2015 - Current | 9 |
| Fortuna Advisors, LLC | Sanford, FL | Aug 2014 - Current | 9 |
| Planmember Securities Corporation | Carpinteria, CA | Aug 2013 - Current | 10 |
| Kel Attorneys | Orlando, FL | Jul 2013 - Current | 10 |
| Old World Masonry Construction Inc. | Sanford, FL | Sep 2011 - Current | 12 |
| Fortuna Enterprises, LLC | Sanford, FL | Jul 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
| S63 | Uniform Securities State Law Examination | Jul 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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Total Assets Under Management8,276MILLIONS
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Total Number of Accounts69,347ACCOUNTS
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Average Account Value$119,336
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
- Other
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, VT, WA, WI, WV, WY
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