Derek OverstreetCRD Number: 6430904
Current Firm: Global Financial Private Capital, LLC
Derek Overstreet (CRD# 6430904) is an Investment Advisor Representative working at Global Financial Private Capital, LLC in Sandy, UT and has over 2 years of experience in the finance industry.
Uma Financial Services Inc.
Brighton Wealth Management, Inc.
|Global Financial Private Capital, LLC||Sarasota, FL||Dec 2014 - Current||2|
|New Millenium Insurance||South Jordan, UT||Aug 1999 - Current||17|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
Total Assets Under Management5,864MILLIONS
Total Number of Accounts66,671ACCOUNTS
Average Account Value$87,959
- 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)
- 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, VI, VT, WA, WI, WV