Derrick Edmonds, financial advisor Tampa FL

Derrick Edmonds

CRD Number: 6305903
Current Firm: W&s Brokerage Services, Inc.

Derrick Edmonds (CRD# 6305903) is an Investment Advisor Representative working at W&s Brokerage Services, Inc. in Tampa, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
W&s Brokerage Services Cincinnati, OH Apr 2019 - Current 5
Western Southern Life Tampa, FL Mar 2019 - Current 5
Independent Agent Tampa, FL Jun 2018 - Mar 2019 < 1
Transamerica Financial Advisors, Inc. Tampa, FL Apr 2016 - Jun 2018 2
Transamerica Agency Network Tampa, FL Jan 2016 - Jun 2018 2
Sagepoint Financial Phoenix, AZ Apr 2014 - Jan 2016 1
Aig Financial Network Tampa, FL Jul 2003 - Jan 2016 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2014
S65 NASAA Investment Advisors Law Examination Nov 2020
Contact Info for Derrick D. Edmonds
Phone Number: 800-257-2135
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    123
    MILLIONS
  • Total Number of Accounts
    451
    ACCOUNTS
  • Average Account Value
    $272,427
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, DC, DE, FL, GA, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, NC, NM, NV, OH, PA, SC, TN, TX, VA, WI, WV

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