Derek Yerdon is a registered investment advisor, based in Whiteville, NC, with 16 years of industry experience.
Location
301 S Jk Powell Blvd, Fl 1, Whiteville, NC, 28472
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Regulatory History
Clean regulatory record
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.
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Derek owns a beach house with his wife and rents it out on VRBO for a few weeks per year. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
August 2011 - January 2018 · 6 yrs 5 mos
Bb&t Investment Services, INC.Broker
August 2011 - January 2018 · 6 yrs 5 mos
Edward Jones
July 2009 - August 2011 · 2 yrs 1 mo
Edward JonesBroker
May 2009 - August 2011 · 2 yrs 3 mos
State Registrations9 states
ALAZDEGAMINCPASCTX
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.