Derek AdamczykCRD Number: 6874212
Current Firm: Avantax Advisory Services
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.
Sequoia Wealth Management, LLC
Highpoint Planning Partners
Securities America Advisors, Inc.
|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|
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)
- 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
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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