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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Lester is a financial advisor with Fisher Investments, specializing in financial planning and portfolio management. Derek has been working in the financial industry since 2001. Derek previously worked at E*TRADE Securities LLC, Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Derek holds the Series 7 and Series 66 licenses. Derek also owns and operates NDL Ranch, an LLC established for ranch property. Derek is registered to offer advisory services in Texas.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
09/19/2017 - Present
Fisher Investments (PLANO TX)
TX
03/17/2015 - 09/14/2017
E*TRADE SECURITIES LLC (DALLAS TX)
TX
08/11/2010 - 01/27/2015
CHARLES SCHWAB & CO., INC. (PLANO TX)
TX
05/05/2010 - 08/06/2010
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (LEWISVILLE TX)
TX
06/11/2007 - 03/18/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (DALLAS TX)
TX
01/10/2001 - 02/01/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (IRVING TX)
BOTH
Issued 01/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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