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 10 years of experience in the finance industry.
Khp Capital LLC
Vanderpal Capital Management LLC
Summit Financial Group Inc.
|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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.