Derek Hearn (CRD# 7313927) is an Investment Advisor Representative working at Primerica Advisors in Westport, MA and has over 2 years of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pfs Investments Inc. | Westport, MA | Jan 2021 - Current | 3 |
| Senior Metal Bellows | Sharon, MA | Feb 2020 - Current | 4 |
| Primerica Financial Services | Westport, MA | Jan 2019 - Current | 5 |
| Dellarocco Landscape And Design | Middleborough, MA | Mar 2023 - Oct 2023 | < 1 |
| Bjs | Taunton, MA | Aug 2018 - Feb 2020 | 1 |
| Homeschool | Taunton, MA | Sep 2010 - Jun 2018 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2021 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- MA
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Total Assets Under Management8,462MILLIONS
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Total Number of Accounts59,808ACCOUNTS
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Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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, WY
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