Derek Rollingson (CRD# 4350131) is an Investment Advisor Representative working at Independent Financial Partners in Castle Rock, CO and has over 21 years of experience in the finance industry.
CRD# 1036566
Buswell Associates, Inc.
CRD# 5513725
Margin
CRD# 6280566
Motley Fool Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities LLC | Tampa, FL | Jun 2020 - Current | 3 |
| Independent Financial Partners | Tampa, FL | Jun 2020 - Current | 3 |
| Unemployed | Castle Rock, CO | May 2019 - Jun 2020 | 1 |
| Icon Distributors, Inc., Formerly Meridian Clearing Corp. | Greenwood Village, CO | Feb 2001 - May 2019 | 18 |
| Icon Advisers, Inc. Formerly Meridian Investment Management Corp | Greenwood Village, CO | Mar 2000 - May 2019 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2003 |
- CO
- ID
- TX
- UT
- WI
- WY
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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