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Derrick Vickery

KPP Advisory Services LLC

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About Derrick Vickery

Derrick Vickery is a financial advisor who has been in the industry since 2021. Derrick is registered with KPP Advisory Services LLC and LPL Financial LLC. Derrick is a Kentucky-based financial advisor and works out of the Somerset, KY office of KPP Advisory Services LLC. Derrick is registered with FINRA and is licensed to provide investment advice in Kentucky and Texas. Derrick has earned the Series 7, 63, and 65 licenses, as well as the SIE designation. Derrick's areas of specialization include investment management, financial planning, and retirement planning.

Firm Information

Derrick Vickery is currently registered with KPP Advisory Services LLC. KPP Advisory Services LLC is a Louisville, KY-based registered investment advisor with over $874 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. They specialize in working with high-net-worth individuals and other individuals, and have over 24 licensed agents and investment advisor representatives.
KPP Advisory Services LLC

9300 SHELBYVILLE RD.

LOUISVILLE, KY 40222

$874.25M

Assets Under Management

Not reported

Total Clients

22

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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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.

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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Derrick Vickery’s Registration & Firm History

KY

02/01/2022 - Present

KPP Advisory Services LLC (Somerset KY)

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Licenses & Designations

BC

Issued 10/22/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/28/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derrick Vickery.
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