Derek
Robinett

Amicus Financial Advisors, LLC

CRD#4925389
Investment Advisor
in Midland, TX

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About this Advisor

Derek Robinett is a financial advisor based in Midland, Texas, working with Amicus Financial Advisors, LLC. Derek has previously held positions at Arnold, Hancock & Wallach, Pllc, Hd Vest Investment Services, 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. Derek has passed the Series 66 and Series 63 regulatory exams and is registered to provide services in Texas. Currently, Derek is part of Amicus Financial Advisors, LLC, which operates out of Midland, Texas. The firm has 8 offices and 17 employees. The firm manages assets totaling $438.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Amicus Financial Advisors, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, Series 63, Personal Financial Specialist, Chartered Financial Analyst

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3300 North A Street Building One, Suite 108
Midland, TX 79705

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Amicus Financial Advisors, LLC Brokerage Details

Total Assets Under Management

$438,800,046

TX Average: $3,042,739,679
Total Number of Employees

17

TX Average: 49
Total Number of Accounts

1,359

TX Average: 2,315
Average Account Size

$322,885

TX Average: $1,314,358

Investment Advisory Services

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

Derek Robinett Work History

2021 - Present (3 years)

Amicus Financial Advisors, LLC

2018 - 2021 (3 years)

Cambridge Investment Research, Inc

2018 - 2021 (3 years)

Cambridge Investment Research Advisors, Inc

2017 - 2017 (< 1 year)

Mml Investors Services

2016 - 2017 (1 year)

Zahir Noormohamed Pc

2016 - 2017 (1 year)

Basin Wealth Management, LLC

2015 - 2017 (2 years)

Hd Vest Investment Services

2015 - 2017 (2 years)

Hd Vest Advisory Services

2013 - 2016 (3 years)

Arnold, Hancock & Wallach, Pllc

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

Bryan Sauceda
Lubbock, TX
Evan Smith
Lubbock, TX
David Tombs
Lubbock, TX
Derek Robinett
Midland, TX
Daniel Maxwell
Lubbock, TX
Blake Flint
Lubbock, TX
Nelson Gonzalez
Pearland, TX
Cameron Bowen
Mapleton, UT

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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