Unclaimed Profile

Derek Allen Wilkes

IFP ADVISORS, LLC·TAMPA, Florida

SIE, Series 4, Series 7, Series 9, Series 10, Series 24, Series 31, Series 66Clean record16 years registeredIFP ADVISORS, LLC

3030 NORTH ROCKY POINT DRIVE WEST, TAMPA, FL 33607CRD# 5168873Firm CRD# 125112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Derek Allen Wilkes · TAMPA, FL

Registration

CRD #5168873 · IFP ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

ACCURATE WEALTH MANAGEMENT, LLC

Sep 2025 – present

AAG CAPITAL, INC

Aug 2025 – present

INDEPENDENT FINANCIAL PARTNERS

Jul 2022 – Aug 2025

TAMPA, FL

J.P. MORGAN SECURITIES LLC

Jul 2019 – Jul 2022

DALLAS, TX

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jul 2015 – Jul 2019

DALLAS, TX

WFG ADVISORS, LP

Mar 2010 – Jun 2015

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 7

Series 9

Series 10

Series 24

Series 31

Series 66

Registration record

First registered · March 15, 2010

Years registered · 16

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IFP ADVISORS, LLC

CRD 125112 · SEC 801-69511

AUM

$9.8B

Regulatory assets under management

Employees

267

37,391 client accounts

Services offered by IFP ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IFP ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Derek Allen Wilkes offer?

Derek Allen Wilkes specializes in Financial Planning, Investment Management. Contact their office in TAMPA, Florida for a consultation.

What are Derek Allen Wilkes's credentials?

Derek Allen Wilkes is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Derek Allen Wilkes located?

Derek Allen Wilkes is based in TAMPA, Florida, working with IFP ADVISORS, LLC. Their office serves clients in the TAMPA metropolitan area and surrounding communities.

How does Derek Allen Wilkes charge for services?

Derek Allen Wilkes's firm is compensated through percentage of aum, hourly charges, subscription fees, other: percentage of assets under advisement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IFP ADVISORS, LLC?

IFP ADVISORS, LLC has approximately 267 employees and manages $9.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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