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Trent Lowman Derrick

Maryland Financial Group, Inc.

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About Trent Lowman Derrick

Trent Lowman Derrick is a financial advisor with over 10 years of experience in the financial services industry. Trent is currently registered with Maryland Financial Group, Inc. in South Carolina. Trent has a Series 7, 62, and 66 licenses. Trent also holds the Securities Industry Essentials Examination (SIE) license. Trent has experience in financial planning, portfolio management, and investment advisory services. Trent has worked with a wide range of clients, including individuals, families, and businesses. Trent is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Trent Derrick is currently registered with Maryland Financial Group, Inc.. Maryland Financial Group, Inc. is a financial advisory firm headquartered in Rockville, MD. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm manages over $1.11 billion in assets for over 3,859 clients and employs 37 investment adviser representatives.
Maryland Financial Group, Inc.

2600 TOWER OAKS BOULEVARD

ROCKVILLE, MD 20852

$1.11B

Assets Under Management

2

Total Clients

35

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 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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Trent Derrick’s Registration & Firm History

SC

01/26/2015 - Present

Maryland Financial Group, Inc. (MT. PLEASANT SC)

SC

01/22/2014 - 04/02/2014

FSC SECURITIES CORPORATION (MT. PLEASANT SC)

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Licenses & Designations

BOTH

Issued 03/28/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/13/2014

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 01/22/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Trent Lowman Derrick.
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