DA
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Derrick Alford

4 Years of Experience
Mccordsville, IN
Broker

Derrick Alford is a registered investment advisor at Capital Client Group, INC., based in Mccordsville, IN, with 4 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Mccordsville, IN

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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
Capital Client Group, INC.
October 2025 - Present · 7 mos
Capital Client Group, INC.Broker
June 2025 - Present · 11 mos
Capital Client Group, INC.
June 2025 - Present · 11 mos
Previous Registrations
Clarendon Insurance Agency, INC.Broker
June 2024 - June 2025 · 1 yr
J.P. Morgan Securities LLCBroker
December 2021 - March 2024 · 2 yrs 3 mos
State Registrations2 states
INOH
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.
Derrick Alford - Financial Advisor | TrueAdvisor