Derek
Hines

Gaddis Premier Wealth Advisors LLC

CRD#6454838
Investment Advisor
in Durant, OK

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About this Advisor

Derek Hines is a financial advisor working in Durant, Oklahoma with a total of 1 year of industry experience. Hines is an employee of Gaddis Premier Wealth Advisors LLC. Hines has gained experience at Conocophillips Company, Hines Perfomance Horses, LLC, Lpl Financial LLC, Hines Land Services, LLC, Kestra Investment Services, LLC, Kestra Advisory Services, LLC, Gaddis Premier Wealth Advisors, LLC and Private Client Services, LLC. Hines has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can work in Oklahoma. Gaddis Premier Wealth Advisors LLC is a registered investment firm operating out of Durant, OK. The investment advisory business has offices in seven locations and a total of 14 people on staff. It oversees $227 million in assets among its 1,677 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm serves one charitable organizations. Of its 1,677 client accounts, just 12% belong to high-net-worth individuals who have greater than $1 million in assets. Gaddis Premier Wealth Advisors LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice largely are based on the financial services offered. However, fee types charged by Gaddis Premier Wealth Advisors LLC likely are comprised of asset-based and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

202 W Main
Durant, OK 74701

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Gaddis Premier Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$226,716,944

OK Average: $681,523,814
Total Number of Employees

14

OK Average: 15
Total Number of Accounts

1,677

OK Average: 642
Average Account Size

$135,192

OK Average: $1,061,564

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Derek Hines Work History

Derek has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Gaddis Premier Wealth Advisors, LLC

2022 - Present (2 years)

Private Client Services, LLC

2019 - 2022 (3 years)

Kestra Investment Services, LLC

2019 - 2022 (3 years)

Kestra Advisory Services, LLC

2015 - 2019 (4 years)

Lpl Financial LLC

2014 - 2015 (1 year)

Hines Land Services, LLC

2013 - 2014 (1 year)

Hines Perfomance Horses, LLC

2008 - 2013 (5 years)

Conocophillips Company

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Derek Hines 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 Gaddis Premier Wealth Advisors LLC

Jordan Haddox
Durant, OK
Teresa Adams
Denison, TX
Dave Reed
Durant, OK
Derek Hines
Durant, OK
Leigh Gaddis
Durant, OK
Roger Gaddis
Durant, OK
Mark Littlechild
Ardmore, OK

The content in this profile was updated by SmartAsset on 4/16/2023. 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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