Derek Lee Williams
Investment adviser representative at Savvy
19 yearsExperience
1 stateRegistered in
ChFC®Designation
$5BFirm assets
Are you Derek Lee Williams? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
19 years in the industry.
- SavvySep 2025 to now
- Raymond James Financial Services Advisors, Inc.Nov 2022 to Sep 2025
- True Harvest Wealth Management, LLCNov 2022 to Sep 2025
- Derek Williams Financial Services, Inc.Jan 2012 to Sep 2025
- Country Capital Management CompanyOct 2007 to Nov 2022
- Country Insurance and Financial ServicesOct 2007 to Nov 2022
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
State registrations
Registered as an investment adviser representative in 1 state (ID).
Savvy
Legal name: Savvy Advisors, Inc.
$5BAssets managed
4,613Clients
209Advisers
4 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
- 5442953
- Firm CRD
- 318493