Derek PilkingtonCRD Number: 6069254
Current Firm: Sagepoint Financial, Inc.
Derek Pilkington (CRD# 6069254) is an Investment Advisor Representative working at Sagepoint Financial, Inc. in Sterling, CO and has over 3 years of experience in the finance industry.
Securities America Advisors, Inc.
Partners For Prosperity, LLC
|Srs Capital Advisors, Inc.||Denver, CO||Sep 2014 - Current||2|
|Eagle Strategies LLC||Arvada, CO||Dec 2013 - Sep 2014||< 1|
|Nylife Securities LLC||Arvada, CO||Dec 2012 - Sep 2014||1|
|New York Life Insurance Company||Arvada, CO||Dec 2012 - Sep 2014||1|
|Axa Advisors, LLC||Ny, NY||Oct 2012 - Nov 2012||< 1|
|Unemployed||Denver, CO||Jul 2012 - Oct 2012||< 1|
|Kennedy And Coe, LLC||Loveland, CO||Nov 2010 - Jul 2012||1|
|Bank Of Colorado||Johnstown, CO||Sep 2010 - Nov 2010||< 1|
|Unemployed||Sterling, CO||May 2010 - Sep 2010||< 1|
|Living Benefits, Inc.||Del Mar, CA||Jun 2009 - May 2010||< 1|
|University Of San Diego||San Diego, CA||Aug 2008 - May 2010||1|
|Unemployed||Sterling, CO||Dec 2007 - Aug 2008||< 1|
|University Of New Mexico||Albuquerque, NM||May 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Nov 2013|
Total Assets Under Management4,385MILLIONS
Total Number of Accounts23,011ACCOUNTS
Average Account Value$190,540
- 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
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