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
- Chief Compliance Officer @ (August 2025 - Present)
- Chief Compliance Officer @ (August 2025 - Present)
- Chief Compliance Officer @ (July 2022 - August 2025)
- Vice President - Supervision Manager @ (July 2019 - July 2022)
- Admin Manager and Market Supervision Manager @ (June 2015 - July 2019)
- Regional Director of Sales Supervision @ Williams Financial Group (January 2014 - June 2015)
- Client Services Principal @ Williams Financial Group (March 2010 - January 2014)
- Trader and Securities Principal @ 1st Global (January 2008 - March 2010)
- Financial Representative @ (January 2005 - January 2005)
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
- Regulatory Risk
- 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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