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Derek Mckenzie Williams

Gradient Securities, LLC

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About Derek Mckenzie Williams

Derek Mckenzie Williams is a financial professional who has been in the industry since April 18, 2011. Derek has a Series 6, Series 26, Series 63 and Series 65 license. Derek is currently employed by Gradient Securities, LLC, and is registered in Alabama, Georgia and Ohio. Prior to joining Gradient Securities, Derek was registered with PFS INVESTMENTS INC. in Georgia from February 14, 2011, until June 5, 2024. Derek also works as an insurance agent for Perimeter Financial Group, and provides marketing services for the Big Facts Podcast.

Firm Information

Derek Williams is currently registered with Gradient Securities, LLC. Gradient Securities, LLC is a Limited Liability Company formed in April 2003. Based in Arden Hills, Minnesota, the firm provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, pension plans, and individuals other than high-net-worth. They offer financial planning, pension consulting, portfolio management, and selection of other advisers. The firm manages approximately $475 million in assets for over 6,600 clients.
Gradient Securities, LLC

4105 LEXINGTON AVENUE N

ARDEN HILLS, MN 55126

$475.17M

Assets Under Management

921

Total Clients

91

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

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Derek Williams’s Registration & Firm History

GA

08/09/2024 - Present

Gradient Securities, LLC (Hampton GA)

GA

02/14/2011 - 06/05/2024

PFS INVESTMENTS INC. (CONYERS GA)

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Licenses & Designations

IA

Issued 08/24/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/04/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/21/2011

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derek Mckenzie Williams.
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