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Derek Ehman

31 Years of Experience
Charleston, SC
Broker

Derek Ehman is a registered investment advisor at Wells Fargo Advisors, based in Charleston, SC, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Charleston, SC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Derek owns 100% of Livewirz, LLC, an investment-related business, and dedicates full-time hours to it. He spends a few hours per week on trading activities.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
November 2021 - Present · 4 yrs 8 mos
Wells Fargo Advisors
November 2021 - Present · 4 yrs 8 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - November 2021 · 9 mos
Truist Advisory Services, INC.
February 2021 - November 2021 · 9 mos
Bb&t Securities, LLC
August 2014 - February 2021 · 6 yrs 6 mos
Bb&t Securities, LLCBroker
August 2014 - February 2021 · 6 yrs 6 mos
RBC Capital Markets, LLC
March 2009 - August 2014 · 5 yrs 5 mos
RBC Capital Markets, LLCBroker
March 2009 - August 2014 · 5 yrs 5 mos
Ferris, Baker Watts, LLC
August 2001 - March 2009 · 7 yrs 7 mos
Ferris, Baker Watts, LLCBroker
June 1994 - March 2009 · 14 yrs 9 mos
State Registrations9 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.