Derek Pilkington, financial advisor Sterling CO
89 score

Derek Pilkington

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Derek R. Pilkington
Phone Number: 1-800-552-3319 EXT 2606
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    4,385
    MILLIONS
  • Total Number of Accounts
    23,011
    ACCOUNTS
  • Average Account Value
    $190,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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