Derek
Wilkes

Independent Financial Partners

CRD#5168873
Investment Advisor
in Tampa, FL

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About this Advisor

Derek Wilkes is a financial advisor working out of Tampa, Florida with a total of 1 year of industry experience. Wilkes is an employee of Independent Financial Partners. During their career, Wilkes has held roles at Wfg Investments, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Jpmorgan Chase Bank, N.A, Jpmorgan Securities, LLC, Ifp Securities LLC and Independent Financial Partners. Wilkes holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to work in Florida and Texas. Independent Financial Partners is a firm operating out of Tampa, FL. The investment advisory business has offices in 155 locations and a total of 273 advisors. It manages $9 billion in assets under management among its 34,487 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 85 charitable organizations. Of its 34,487 customer accounts, just 13% belong to high-net-worth investors who have more than $1 million in assets. Independent Financial Partners has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically are based on which service is provided. Fee types billed by Independent Financial Partners most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3030 North Rocky Point Drive West Suite 700
Tampa, FL 33607

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Independent Financial Partners Brokerage Details

Total Assets Under Management

$8,915,756,449

FL Average: $1,855,561,029
Total Number of Employees

273

FL Average: 62
Total Number of Accounts

34,487

FL Average: 2,474
Average Account Size

$258,525

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Derek Wilkes Work History

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

2022 - Present (2 years)

Ifp Securities LLC

2022 - Present (2 years)

Independent Financial Partners

2019 - 2022 (3 years)

Jpmorgan Chase Bank, N.A

2019 - 2022 (3 years)

Jpmorgan Securities, LLC

2015 - 2019 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2010 - 2015 (5 years)

Wfg Investments, Inc

*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 Wilkes 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 Independent Financial Partners

Peter Nunley
Tampa, FL
Peter Gregory
Edmond, OK
Matthew Buckman
Ocala, FL
Steve Rodriguez
Florence, KY
Charles Tutt
Edmond, OK
Andrew Grannis
Cleveland, OH
Matthew Gredys
Clive, IA
Michael Carballo
Miami, FL

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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