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Derek Mitchell Samples

Stonex Advisors Inc.

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About Derek Mitchell Samples

Derek Mitchell Samples is a financial advisor with Stonex Advisors Inc. based in Brentwood, Tennessee. Derek has been in the financial industry since May 28, 2020, and holds the Series 7TO, SIE, and Series 66 licenses. Derek's areas of expertise include financial planning, pension consulting, portfolio management for businesses and individuals. Derek is registered to provide investment advice in Arizona, Kentucky, and Tennessee.

Firm Information

Derek Samples is currently registered with Stonex Advisors Inc.. Stonex Advisors Inc. is a Registered Investment Advisor (RIA) based in Birmingham, Alabama with a strong national presence. They provide financial planning and consulting services to individuals, businesses, and charitable organizations. Stonex manages over $4.5 billion in assets, with a dedicated team of over 200 licensed agents, investment advisor representatives, and registered representatives.
Stonex Advisors Inc.

2 PERIMETER PARK SOUTH

BIRMINGHAM, AL 35243

$4.52B

Assets Under Management

48

Total Clients

241

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting services

Financial consulting services

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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Derek Samples’s Registration & Firm History

AL

10/22/2020 - Present

Stonex Advisors Inc. (BIRMINGHAM AL)

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Licenses & Designations

BOTH

Issued 10/16/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/28/2020

Series 7TO - General Securities Representative Examination

BC

Issued 05/08/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derek Mitchell Samples.
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