Derek Erwin
Derek Erwin is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Loves Park, IL, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4443 Marsh Hawk Drive, Loves Park, IL, 61111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek is a committee member on the Rockton School District #140 board, starting in June 2024. He dedicates a few hours per week to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations26 states
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