Derek WrightCRD Number: 7075030
Current Firm: Fidelity Personal And Workplace Advisors
Derek Wright (CRD# 7075030) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in San Diego, CA and has over 3 years of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Fidelity Investments||San Diego, CA||Feb 2019 - Current||3|
|Bank Of America||San Diego, CA||Jan 2018 - Feb 2019||1|
|Cmtm Inc.||Encinitas, CA||Nov 2017 - Jan 2018||< 1|
|Viewridge Funding LLC||San Diego, CA||Jul 2017 - Nov 2017||< 1|
|Cmtm Inc.||Encinitas, CA||Jan 2014 - Jul 2017||3|
|Illumination Wealth Management||San Diego, CA||Jan 2016 - May 2016||< 1|
|Unemployed/full-time Education||San Diego, CA||Jun 2013 - Jan 2014||< 1|
|Andover Healthcare Inc.||Salisbury, MA||Jan 2013 - Jun 2013||< 1|
|Playland Arcade||Hampton, NH||May 2009 - Jun 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2019|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
Average Account Value$481,387
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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
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.