Derek
Robinett
Amicus Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Derek Robinett is a personal financial specialist and chartered financial analyst based out of Midland, Texas with 2 years of industry experience. Robinett is an employee of Amicus Financial Advisors, LLC. Their career trajectory has included roles at Arnold, Hancock & Wallach, Pllc, Hd Vest Investment Services, Dutton, Harris, And Company, Pc, Hd Vest Advisory Services, Mml Investors Services, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Amicus Financial Advisors, LLC, Zahir Noormohamed Pc and Basin Wealth Management, LLC. Robinett has Series 66 and Series 63 licenses, which qualify them as a securities representative, and is approved to serve investors in Texas. Amicus Financial Advisors, LLC is an advisory firm that has its headquarters in Lubbock, TX. The investment advisory business has offices in nine locations and a total of 18 advisors. It administers $354 million in total assets between its 1,258 customer accounts, placing it among the bigger firms in the United States by assets under management. The firm advises one charities and foundations. Of its 1,258 accounts, 16% are associated with high-net-worth investors who have more than $1 million in investable assets. Amicus Financial Advisors, LLC performs a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees charged by financial advisors largely depend on which services are provided. However, fee types charged by Amicus Financial Advisors, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Amicus Financial Advisors, LLC Brokerage Details
$353,837,936
18
1,258
$281,270
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Derek Robinett Work History
Derek has been registered as a financial advisor for 2 years.*
Amicus Financial Advisors, LLC
Cambridge Investment Research, Inc
Cambridge Investment Research Advisors, Inc
Mml Investors Services
Zahir Noormohamed Pc
Basin Wealth Management, LLC
Hd Vest Investment Services
Hd Vest Advisory Services
Arnold, Hancock & Wallach, Pllc
Dutton, Harris, And Company, Pc
*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 Robinett 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 Amicus Financial Advisors, LLC
Midland, TX
Lubbock, TX
Lubbock, TX
Bryan, TX
Lubbock, TX
Lubbock, TX
Lubbock, TX
Pearland, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
