Derrick Vickery
Derrick Vickery is a registered investment advisor at LPL Financial LLC, based in Somerset, KY, with 4 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
406 E. Mt. Vernon St., Somerset, KY, 42501
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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
Derrick operates Kentucky Planning Partners as a DBA for his LPL business and provides investment advisory services through KPP Advisory Services, LLC, spending nearly full-time on each. He also has business entities for tax/investment purposes and sells non-variable insurance through Thoroughbred Financial, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLCBroker
Kpp Advisory Services LLC
State Registrations6 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.