Unclaimed
Derek Trythall is a financial advisor with Raymond James Financial Services Advisors, Inc. Derek has been in the industry since 2004. Derek specializes in financial planning and investment management for individuals and businesses. Derek is registered to provide investment advice in 47 states and is also a registered representative 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
AZ
09/19/2013 - Present
Raymond James Financial Services Advisors, Inc. (SUN CITY WEST AZ)
AZ
04/28/2004 - 11/01/2010
EDWARD JONES (SURPRISE AZ)
BC
Issued 04/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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