Unclaimed Profile

Derek Vincent Irish

RONALD BLUE & CO., LLC·ROSWELL, Georgia

Series 65Clean record25 years registeredRONALD BLUE & CO., LLC

300 COLONIAL CENTER PARKWAY, ROSWELL, GA 30076-8843CRD# 3056842Firm CRD# 104605

Profile Verification

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

Identity

Derek Vincent Irish · ROSWELL, GA

Registration

CRD #3056842 · RONALD BLUE & CO., LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: RONALD BLUE & CO., LLC

RONALD BLUE & CO., LLC

Mar 2001 – Aug 2017

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 6, 2001

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RONALD BLUE & CO., LLC

CRD 104605 · SEC 801-18423

AUM

$5.7B

Regulatory assets under management

Employees

275

16,212 client accounts

Services offered by RONALD BLUE & CO., LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing 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 RONALD BLUE & CO., LLC →

Introduction

Speak with Derek

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Derek is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in ROSWELL?

Browse all registered financial advisors in ROSWELL, Georgia or claim this profile if it's yours.

Browse ROSWELL Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Derek Vincent Irish offer?

Derek Vincent Irish specializes in Financial Planning, Investment Management, Wealth Management.

What are Derek Vincent Irish's credentials?

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

Where is Derek Vincent Irish located?

Derek Vincent Irish is based in ROSWELL, Georgia, last registered with RONALD BLUE & CO., LLC.

How does Derek Vincent Irish charge for services?

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

How large is RONALD BLUE & CO., LLC?

RONALD BLUE & CO., LLC has approximately 275 employees and manages $5.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →