Derek
Cheshire
Scholar Financial Advising, LLC
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About this Advisor
Derek Cheshire is a financial advisor based in Lewisville, North Carolina, working with Scholar Financial Advising, LLC. Derek has previously held positions at Ameriprise Financial Services, Inc, U.S. Bancorp Investments, Inc, Securities America, Inc, Townsend Retirement, Origin Financial, Cheshire Financial Services, Level 10 Cfo, and Scholar Financial Advising. Derek has passed the Series 66 regulatory exam and is registered to provide services in Alabama, California, Colorado, Illinois, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Currently, Derek is part of Scholar Financial Advising, LLC, which operates out of Lewisville, North Carolina. The firm has 5 offices and 7 employees. The firm serves high-net-worth clients and offers services including financial planning services and the selection of other advisers. The fee structure at Scholar Financial Advising, LLC includes hourly and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Scholar Financial Advising, LLC Brokerage Details
7
Investment Advisory Services
- Financial planning services
- Selection of other advisers
Derek Cheshire Work History
Scholar Financial Advising
Cheshire Financial Services
Level 10 Cfo
Origin Financial
Securities America, Inc
Townsend Retirement
U.S. Bancorp Investments, Inc
Ameriprise Financial Services, Inc
Disclosures
Please visit the SEC profile of Derek Cheshire to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Scholar Financial Advising, LLC
Lewisville, NC
Lewisville, NC
Lewisville, NC
Mobile, AL
Lewisville, NC
Winston-Salem, NC
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
