Sourcing
Firms
People
Sources
WILKES, DEREK, ALLEN
C
24
IAR CRD 5168873
·
Industry start 2008-07-23
Identity
Legal name
WILKES, DEREK, ALLEN
schedule a
CRD
5168873
NPN
—
Career
Previous employments
IFP SECURITIES, LLC
2022-07-20
J.P. MORGAN SECURITIES LLC
2019-07-17
▸ Show all (+5)
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Current branches
AAG CAPITAL, INC
ACCURATE WEALTH MANAGEMENT, LLC
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Designations
—
Education
—
BrokerCheck signals
Industry start
2008-07-23
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Est. age
40
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Age confidence
—
Est. birth year
1986
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BC active
Yes
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IA active
Yes
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Disclosures
No
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Private residence
No
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Firm affiliations
2
ACCURATE WEALTH MANAGEMENT, LLC
IAR · Executive Officer · 2.5% ownership
CRD 298137
ALTIUM INVESTMENT STRATEGIES LLC
Executive Officer · 2.5% ownership
CRD 333950