DH
CFP
DH
CFP

Derek Howe

10 Years of Experience
Fort Myers, FL
Broker

Derek Howe is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Myers, FL, with 10 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

12734 Kenwood Lane, Suite 15, Fort Myers, FL, 33907

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History

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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2025 - Present · 1 yr 6 mos
Raymond James Financial Services, INC.Broker
March 2025 - Present · 1 yr 6 mos
Previous Registrations
Edward Jones
July 2015 - March 2025 · 9 yrs 8 mos
Edward JonesBroker
April 2015 - March 2025 · 9 yrs 11 mos
State Registrations19 states
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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.
Derek Howe - Financial Advisor | TrueAdvisor