Derek Wilkes Email & Phone Number
Chief Compliance Officer @ Accurate Advisory Group Inc.
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Derek Wilkes Location
- Tampa, FL, US
Derek Wilkes Work
- 2025 -now Chief Compliance Officer @
- 2025 -now Chief Compliance Officer @
- 2022 -2025 Chief Compliance Officer @
- 2019 -2022 Vice President - Supervision Manager @
- 2015 -2019 Admin Manager and Market Supervision Manager @
- 2014 -2015 Regional Director of Sales Supervision @ Williams Financial Group
- now Regional Director of Sales Supervision @ Williams Financial Group
- 2010 -2014 Client Services Principal @ Williams Financial Group
- 2008 -2010 Trader and Securities Principal @ 1st Global
- 2005 -2005 Financial Representative @
Derek Wilkes Education
- Kansas State University
Finance (Economics)
2003-2007
Derek Wilkes Skills
- Series 7
- Series 66
- Series 24
- Securities
- Options
- Equities
- ETFs
- Margin Analysis
- Mutual Funds
- Insurance
- Customer Relations
- Risk Management
- Investments
- Retirement Planning
- Trading
- Finance
- Investment Advisory
- FINRA
- Alternative Investments
- Financial Advisory
- Uniform Combined State Law
- Anti Money Laundering
- Due Diligence
- Financial Services
- Microsoft Office
- Team Leadership
- Leadership
- Strategic Planning
- Capital Markets
- Hedge Funds
- Private Equity
- Wealth Management
- Training & Development
- Management
- Executive Management
- Asset Management
- Investment Strategies
- Nfa
- Portfolio Management
- Asset Allocation
- Customer Service
- Operations Management
- Fixed Income
- Equity Derivatives
- Uniform Combined State
Derek Wilkes Summary
- Derek Wilkes, based in Tampa, FL, US, is currently a Chief Compliance Officer at Accurate Advisory Group Inc.. Derek Wilkes brings experience from previous roles at Altium Investment Strategies, Independent Financial Partners (IFP), J.P. Morgan and Merrill Lynch. Derek Wilkes holds a 2003 - 2007 Finance in Economics @ Kansas State University. With a robust skill set that includes Series 7, Series 66, Series 24, Securities, Options and more. Derek Wilkes has 3 emails and 1 mobile phone numbers on RocketReach.
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