Derrick Richard Mims
Investment adviser representative at Simplicity Wealth
13 yearsExperience
1 stateRegistered in
$4.3BFirm assets
7 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Simplicity WealthApr 2025 to now
- The Leaders Group IncApr 2025 to now
- Turnstart WealthApr 2025 to now
- Turning Point Financial LLCJan 2025 to Apr 2025
- Bencor, Inc.Apr 2015 to Apr 2025
- US Employee Benefits Services Group, LLCApr 2015 to Apr 2025
- Fortuna Advisors, LLCAug 2014 to Jan 2025
- Planmember Securities CorporationAug 2013 to Apr 2025
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2018
State registrations
Registered as an investment adviser representative in 1 state (FL).
Simplicity Wealth
Legal name: Simplicity Wealth LLC
$4.3BAssets managed
8,494Clients
251Advisers
7 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
- 6167632
- Firm CRD
- 300572