Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derick? Claim Your ProfileDerick Kann is a financial advisor with Index Fund Advisors, Inc., a firm based in Irvine, California. Derick has been in the financial services industry since 1998 and has a strong background in investment management, financial planning, and retirement planning. Derick is also a Certified Financial Planner™ and Chartered Financial Consultant. Derick has experience working with individuals, families, and charitable organizations. Derick is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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
02/18/2016 - Present
Index Fund Advisors, Inc. (IRVINE CA)
TX
10/05/2006 - 02/19/2016
USAA FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
06/20/2002 - 10/05/2006
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
01/06/1998 - 05/10/2002
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 11/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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