Derek William Dansby
Investment adviser representative at Brazos Wealth Advisors LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$183.7MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Brazos Wealth Advisors LLCAug 2022 to now
- Dansby Wealth Management LLCMar 2017 to now
- 360 Wealth ManagementMay 2013 to Jun 2017
- LPL FinancialMar 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (TX).
Brazos Wealth Advisors LLC
$183.7MAssets managed
155Clients
2Advisers
2 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
- 5265329
- Firm CRD
- 323508