Derek Pilkington, financial advisor Sterling CO

Derek Pilkington

CRD Number: 6069254
Current Firm: The Ameriflex Group

Derek Pilkington (CRD# 6069254) is an Investment Advisor Representative working at The Ameriflex Group in Sterling, CO and has over 10 years of experience in the finance industry. Derek Pilkington has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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The Ameriflex Group
Professional Designations
Company Name Location Dates Years
Osaic Wealth, Inc. Denver, CO Sep 2023 - Current < 1
The Ameriflex Group, Inc. Sterling, CO Dec 2021 - Current 2
Sagepoint Financial, Inc. Denver, CO Feb 2015 - Current 9
Srs Capital Advisors, Inc. Denver, CO Sep 2014 - Feb 2015 < 1
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
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2013
Contact Info for Derek R. Pilkington
Phone Number: (702) 987-9730
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    3,423
    MILLIONS
  • Total Number of Accounts
    6,588
    ACCOUNTS
  • Average Account Value
    $519,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY

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