Derrick Holdridge, financial advisor Clarksville IN

Derrick Holdridge

CRD Number: 6483635
Current Firm: Prudential Financial Planning Services

Derrick Holdridge (CRD# 6483635) is an Investment Advisor Representative working at Prudential Financial Planning Services in Clarksville, IN and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Pruco Securities, LLC Indianapolis, IN Mar 2021 - Current 3
Prudential Insurance Company Of America Indianapolis, IN Mar 2021 - Current 3
Mml Investors Services Louisville, KY Feb 2019 - Mar 2021 2
Mass Mutual Life Insurance Company Louisville, KY Jan 2019 - Mar 2021 2
First Command Financial Planning, Inc. Fort Worth, TX Apr 2015 - Jan 2019 3
First Command Financiual Planning, Inc. Fort Worth, TX Feb 2016 - Dec 2018 2
First Command Insurance Services, Inc. Fort Worth, TX Feb 2016 - Dec 2018 2
First Command Advisory Services Fort Worth, TX Dec 2015 - Dec 2018 3
English Grill At Brown Hotel Louisville, KY Mar 2014 - Jan 2016 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2015
S65 NASAA Investment Advisors Law Examination Nov 2015
Contact Info for Derrick Holdridge
Phone Number: 800-235-7637
Registered State(s):
  • IN
  • KY
  • TX
By the Numbers
  • Total Assets Under Management
    16,379
    MILLIONS
  • Total Number of Accounts
    113,575
    ACCOUNTS
  • Average Account Value
    $144,211
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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