Derek SolizCRD Number: 5392815
Current Firm: Fulcrumeq
Derek Soliz (CRD# 5392815) is an Investment Advisor Representative working at Fulcrumeq in Plano, TX and has over 9 years of experience in the finance industry.
Khp Capital LLC
Wells Fargo Advisors Financial Network, LLC
Vanderpal Capital Management LLC
|Fulcrumio||Plano, TX||Mar 2016 - Current||2|
|Fulcrumeq||Plano, TX||Jul 2015 - Current||2|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Denton, TX||Dec 2014 - Jul 2015||< 1|
|Bank Of America, N.a.||Denton, TX||Dec 2014 - Jul 2015||< 1|
|Wfg Advisors, LP||Dallas, TX||Jan 2012 - Dec 2014||2|
|Wfg Investments, Inc.||Dallas, TX||Aug 2010 - Nov 2014||4|
|Td Ameritrade||Ft. Worth, TX||Mar 2010 - Aug 2010||< 1|
|Chase Investment Services Corp.||San Antonio, TX||May 2009 - Mar 2010||< 1|
|Wamu Investments,inc||San Antonio, TX||Oct 2008 - May 2009||< 1|
|Unemployed||San Antonio, TX||Sep 2008 - Oct 2008||< 1|
|Fidelity Brokerage Services LLC||Westlake, TX||Jun 2007 - Aug 2008||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2008|
|S66||NASAA Uniform Combined State Law Examination||Nov 2011|
Total Assets Under Management91MILLIONS
Total Number of Accounts242ACCOUNTS
Average Account Value$375,406
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
LA, TN, TX
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