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

Registrations & licenses

Registration type

Dual-registered

Registered in 2 states

FloridaWashington

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 6/2/2008

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

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

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.

AAG CAPITAL, INCCurrent

8/25/2025 – Sarasota, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

7/29/2015 – 7/1/2019DALLAS, TX

IFP SECURITIES, LLC

7/20/2022 – 8/13/2025TAMPA, FL

J.P. MORGAN SECURITIES LLC

7/17/2019 – 7/14/2022DALLAS, TX

1ST GLOBAL CAPITAL CORP.

4/23/2008 – 2/27/2010DALLAS, TX

WFG INVESTMENTS, INC.

3/15/2010 – 6/12/2015DALLAS, TX

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

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

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.