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Derek Border

19 Years of Experience
Huntingdon, PA
2 DisclosuresBrokerSells Insurance

Derek Border is a registered investment advisor at Packerland Brokerage Services, INC., based in Huntingdon, PA, with 19 years of industry experience. Derek is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,868 clients with $1.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
176 advisors
Number of Clients
4,868 clients
Average Client Portfolio
$279K average
Assets Under Management
$1.4B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Packerland offers several investment management programs with fees structured as a percentage of your portfolio, billed in advance on a quarterly basis. Because the firm works with various third-party platforms and money managers, specific fee schedules are negotiated directly between you and your investment advisor representative. Depending on the program selected—such as individual portfolio management, co-advisory programs, or unified managed accounts—fees may be bundled to cover advisory, custodial, and trading services, or charged separately. There are no account minimums required by Packerland itself to open an advisory account, though specific third-party programs or model portfolios may have their own minimum investment requirements.

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Location

935 Moore Street, Huntingdon, PA, 16652

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History

Regulatory History (2)
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Regulatory
March 2017
Final
Employment Separation After Allegations
August 2016
Other Business ActivitiesSells Insurance

Derek sells life insurance, annuities, and long-term care insurance, dedicating minimal time to this. He also co-owns MET J Enterprises with Mary Border, renting parking spaces from a building they own.

Employment History
Current Registrations
Packerland Brokerage Services, INC.
December 2016 - Present · 9 yrs 10 mos
Packerland Brokerage Services, INC.Broker
December 2016 - Present · 9 yrs 10 mos
Previous Registrations
Sorrento Pacific Financial, LLC
April 2009 - August 2016 · 7 yrs 4 mos
Sorrento Pacific Financial, LLCBroker
February 2009 - August 2016 · 7 yrs 6 mos
Edward Jones
October 2007 - December 2008 · 1 yr 2 mos
Edward JonesBroker
April 2007 - December 2008 · 1 yr 8 mos
State Registrations9 states
FLIDMDNCNDNJPASCVA
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.