Derek Adamczyk (CRD# 6874212) is an Investment Advisor Representative working at Avantax Advisory Services in Elgin, IL and has over 4 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 5648094
Highpoint Planning Partners
CRD# 4993109
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avantax Investment Services, Inc. | Elgin, IL | Oct 2019 - Current | 3 |
| Avantax Advisory Services | Elgin, IL | Oct 2019 - Current | 3 |
| Avantax Insurance Services, Inc. | Elgin, IL | Nov 2017 - Current | 5 |
| Porte Brown LLC | Elk Grove Village, IL | Jun 2002 - Current | 20 |
| 1st Global Capital Corp. | Elgin, IL | Nov 2017 - Oct 2019 | 1 |
| 1st Global Advisor, Inc. | Elgin, IL | Nov 2017 - Oct 2019 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- IL
-
Total Assets Under Management34,341MILLIONS
-
Total Number of Accounts111,856ACCOUNTS
-
Average Account Value$307,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- 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
- 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, VT, WA, WI, WV, WY
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