Derek William Cockrell
Investment adviser representative at Private Advisor Group, LLC
30 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- LPL Financial LLCApr 2023 to now
- Contemporary Benefits, LLCNov 1996 to now
- Mariner Independent Advisor Network, LLCApr 2023 to Jun 2026
- Cambridge Investment Research Advisors,Jun 2016 to Apr 2023
- Cambridge Investment Research, Inc.Jun 2016 to Apr 2023
- Residential Property ManagementAug 2009 to Jun 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2844773
- Firm CRD
- 155216