Derek Simkowitz
Derek Simkowitz is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Gray, ME, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
24 Portland Road, Gray, ME, 04039
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Derek is a Vice President at Androscoggin Bank since 2017, dedicating about 10-20% of his time to this role, which involves responsibilities similar to his Raymond James role, plus training and committee work. He also works for Androscoggin Financial Services as a DBA for Raymond James, spending about 10-20% of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Cetera Investment Services LLCBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations12 states
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