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Derrick Bernard Scott-walker

Avantax Investment Services, Inc.

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About Derrick Bernard Scott-walker

Derrick Bernard Scott-walker is a financial professional with over 19 years of experience in the financial services industry. Derrick is currently registered with Avantax Investment Services, Inc. Derrick has experience working with a range of firms including Cetera Advisors LLC, Cetera Financial Specialists LLC, Cetera Advisor Networks LLC, and Cetera Investment Services LLC. Derrick holds FINRA Series 6, 7, 24, and 63 licenses as well as the SIE.

Firm Information

Derrick Scott-walker is currently registered with Avantax Investment Services, Inc.. Avantax Investment Services, Inc. is a Corporation formed in April 1983. The firm is registered with the SEC and in 53 states, providing services across the United States.

Not reported

Assets Under Management

Not reported

Total Clients

482

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.

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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Derrick Scott-walker’s Registration & Firm History

GA

07/01/2024 - Present

Avantax Investment Services, Inc. (ATLANTA GA)

TX

08/13/2015 - 10/12/2015

VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)

MN

08/13/2015 - 10/12/2015

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

AZ

02/23/2011 - 10/12/2015

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

AZ

02/23/2011 - 10/12/2015

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

GA

07/23/2007 - 10/12/2015

FSC SECURITIES CORPORATION (ATLANTA GA)

AZ

10/31/2005 - 07/20/2007

AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)

AZ

08/15/2005 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

PA

04/20/2005 - 08/17/2005

VANGUARD MARKETING CORPORATION (MALVERN PA)

MN

05/06/2004 - 10/27/2004

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

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Licenses & Designations

BC

Issued 06/14/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/15/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/28/2005

Series 7 - General Securities Representative Examination

BC

Issued 05/05/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derrick Bernard Scott-walker.
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