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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 Holman is an investment advisor representative at EP Wealth Advisors. Derek has been in the financial services industry for over 25 years. Derek has a Series 7, Series 24, Series 52, and Series 63 licenses and is also a registered Investment Advisor. Derek has experience with various investment products and services and works with individuals, businesses, and institutions. Prior to joining EP Wealth Advisors, Derek worked for Securities Service Network, Inc., United Planners' Financial Services of America A Limited Partner, Financial West Group, PaineWebber Incorporated, and Olde Discount Corporation.
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.
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.
Retirement plan advisory services & tax preparation services
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.
A percentage of the total value of assets under management is charged.
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CA
04/22/2010 - Present
EP Wealth Advisors (TORRANCE CA)
CA
02/13/2009 - 01/02/2013
SECURITIES SERVICE NETWORK, INC. (TORRANCE CA)
CA
12/01/2004 - 02/13/2009
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (TORRANCE CA)
NV
03/29/1999 - 11/30/2004
FINANCIAL WEST GROUP (RENO NV)
NJ
07/25/1997 - 04/09/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
MI
07/01/1996 - 07/30/1997
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 09/02/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/10/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2008
Series 24 - General Securities Principal Examination
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
BC
Issued 06/28/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
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