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Derek Wesley Howard

Fisher Investments

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About Derek Wesley Howard

Derek Wesley Howard is a financial advisor with Fisher Investments in Plano, Texas. Derek has been in the industry since 2017 and is registered with the state of Texas. Derek has a Series 66, Series 7 and SIE license and has held previous positions at Edward Jones, Morgan Stanley, and THE O.N. EQUITY SALES COMPANY. Derek currently has a Series 7TO license. Derek is a financial advisor who provides portfolio management for individuals, businesses, pooled investment vehicles, and investment companies. Derek also provides financial planning services.

Firm Information

Derek Howard is currently registered with Fisher Investments. Fisher Investments is an investment firm headquartered in Plano, Texas, managing over $298 billion in assets. The firm offers a range of advisory services, including financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Fisher Investments serves a diverse client base, including individuals, high-net-worth individuals, corporations, and institutional investors.
Fisher Investments

6500 INTERNATIONAL PKWY

PLANO, TX 75093-8222

$298.73B

Assets Under Management

Not reported

Total Clients

2,215

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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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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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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portfolio assessment

Portfolio assessment

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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percentage of assets

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

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Derek Howard’s Registration & Firm History

TX

01/21/2021 - Present

Fisher Investments (PLANO TX)

LA

08/01/2019 - 01/11/2021

EDWARD JONES (BATON ROUGE LA)

LA

03/16/2018 - 07/22/2019

MORGAN STANLEY (BATON ROUGE LA)

LA

06/17/2017 - 03/28/2018

THE O.N. EQUITY SALES COMPANY (baton rouge LA)

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Licenses & Designations

BOTH

Issued 11/04/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/17/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Derek Wesley Howard. Review regulatory record here.
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