Derek Edwin Woods
Investment adviser representative at Facet
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- FacetJul 2026 to now
- Independent Advisor AllianceDec 2025 to Jul 2026
- Brightside FinancialNov 2022 to Jul 2026
- F45 TrainingOct 2021 to Sep 2022
- Allstate Insurance CoJul 2021 to Sep 2022
- Ae Wealth Management, LLCDec 2020 to Jul 2021
- Madison Avenue Securities, LLCDec 2020 to Jul 2021
- E.A. Buck Financial ServicesNov 2020 to Jul 2021
- Complete Health and WellnessJan 2020 to Mar 2020
- Oneamerica SecuritiesJun 2017 to Nov 2020
- American United LifeMay 2017 to Nov 2020
- Financial FinesseFeb 2016 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 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
- 4097261
- Firm CRD
- 285961