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Derek Allen Wilkes

Investment Adviser Representative at ACCURATE WEALTH MANAGEMENT, LLC

Wesley Chapel, FLCRD #5168873Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
States Registered
2 states
Exams Passed
8

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Derek Allen Wilkes has worked in the securities industry since 2008. They have passed the Series 66, 31, 24, 10, 9, 7, and 4 examinations. They are registered to provide investment advisory services in Florida and Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
FloridaWashington
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 6/2/2008
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 7/12/2018
Series 7
General Securities Representative Examination
Passed 4/21/2008
Series 4
Registered Options Principal Examination
Passed 9/6/2019
Series 10
General Securities Sales Supervisor - General Module Examination
Passed 9/4/2014
Series 9
General Securities Sales Supervisor - Options Module Examination
Passed 7/22/2013
Series 24
General Securities Principal Examination
Passed 8/20/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Source

Accurate Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

ACCURATE WEALTH MANAGEMENT, LLCCurrent
9/2/2025Wesley Chapel, FL
AAG CAPITAL, INCCurrent
8/25/2025Wesley Chapel, FL
INDEPENDENT FINANCIAL PARTNERS
7/20/20228/13/2025Tampa, FL
J.P. MORGAN SECURITIES LLC
7/17/20197/14/2022Dallas, TX
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
7/29/20157/1/2019Dallas, TX
WFG ADVISORS, LP
3/15/20106/12/2015Dallas, TX

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Derek Allen Wilkes has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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