Derek Meade is a registered investment advisor, based in Enfield, CT, with 24 years of industry experience.
Location
639 Enfield Street, Enfield, CT, 06082
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Derek is an independent insurance agent selling life insurance and equity indexed annuities, dedicating a few hours per week to these activities. He also spends about a third of his time on tax preparation and financial and investment services advice through Innovest Financial Services, Inc.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations18 states
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