Derek Dorris is a registered investment advisor, based in Oklahoma City, OK, with 9 years of industry experience.
Location
211 N Robinson STE 1490, Oklahoma City, OK, 73020
Get directionsHistory
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 works as a financial advisor for Summit Financial Group, focusing on insurance, investments, and benefits, dedicating full-time hours to this role. He also works as an independent contractor for Door Dash, a food delivery service, spending a few hours per week, and serves as a board member for OKC First Church of Naz - Foundation Board, spending minimal time.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC
Vault Wealth
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations2 states
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.