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Derrik Wynkoop

26 Years of Experience
Montgomery, NY
Broker

Derrik Wynkoop is a registered investment advisor at Cetera Investment Advisers LLC, based in Montgomery, NY, with 26 years of industry experience. Derrik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

15 Scott'S Corners Drive, Montgomery, NY, 12549

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History

Regulatory History
Clean regulatory record

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

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Derrik is the President and CEO of Walden Savings Bank. This activity is not investment-related.

Employment History
Current Registrations
Cetera Investment Advisers LLC
April 2021 - Present · 5 yrs 1 mo
Cetera Investment Services LLCBroker
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
July 2005 - October 2011 · 6 yrs 3 mos
Financial Network Investment CorporationBroker
September 2004 - July 2005 · 10 mos
Essex National Securities, INC.Broker
January 2000 - January 2004 · 4 yrs
Leigh Baldwin & CO., LLCBroker
June 1998 - December 1999 · 1 yr 6 mos
State Registrations2 states
NYPA
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.