Derek GilbertCRD Number: 5919494
Current Firm: Ameriprise Financial Services, Inc.
Derek Gilbert (CRD# 5919494) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Keizer, OR and has over 6 years of experience in the finance industry.
True Private Wealth Advisors, LLC
H. Beck, Inc.
Sagepoint Financial, Inc.
|Ameriprise Financial Services Inc.||Keizer, OR||Apr 2017 - Current||< 1|
|Edward Jones||St Louis, MO||May 2011 - Apr 2017||5|
|Lyons Fire District||Lyons, OR||Oct 2008 - Apr 2017||8|
|Stayton Fire District||Stayton, OR||Dec 2009 - May 2011||1|
|Willamette Valley Vineyards||Turner, OR||Nov 2008 - Dec 2009||1|
|Marion County Fire District||Salem, OR||Sep 2006 - Feb 2009||2|
|Jeld-wen Windows And Doors - Stayton||Stayton, RI||Jan 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2011|
Total Assets Under Management198,081MILLIONS
Total Number of Accounts1,126,912ACCOUNTS
Average Account Value$175,773
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY