Derek IrishCRD Number: 3056842
Current Firm: Ronald Blue & Company, LLC
Derek Irish (CRD# 3056842) is an Investment Advisor Representative working at Ronald Blue & Company, LLC in Houston, TX and has over 17 years of experience in the finance industry. Derek Irish has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
The Goff Financial Group
Linscomb & Williams
Hill Investment Group
|Ronald Blue & Company, LLC||Houston, TN||Jan 1998 - Current||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 1998|
Total Assets Under Management6,637MILLIONS
Total Number of Accounts16,436ACCOUNTS
Average Account Value$403,778
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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