Derek Boles, financial advisor Wayne PA

Derek Boles

CRD Number: 4266820
Current Firm: Fortis Advisors, LLC

Derek Boles (CRD# 4266820) is an Investment Advisor Representative working at Fortis Advisors, LLC in Wayne, PA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Fortis Advisors LLC King Of Prussia, PA Aug 2013 - Current 11
Fortis Family Office, LLC King Of Prussia, PA Jul 2013 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2001
S66 NASAA Uniform Combined State Law Examination Sep 2002
S65 NASAA Investment Advisors Law Examination Jan 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Derek B. Boles
Phone Number: 610-313-0910
Registered State(s):
  • IL
  • PA
By the Numbers
  • Total Assets Under Management
    471
    MILLIONS
  • Total Number of Accounts
    352
    ACCOUNTS
  • Average Account Value
    $1,337,402
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CO, IL, NJ, PA

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