Derek Wilkes

Chief Compliance Officer at Accurate Advisory Group

Role
Chief Compliance Officer at Accurate Advisory Group Inc
Location
Tampa, FL, US
LinkedIn followers
500 followers

About Derek Wilkes

Experienced CCO with a demonstrated history of working in the financial services industry. Skilled in Securities, Investment Advisory, Mutual Funds, Trading, and Complex Risk Management. Strong professional with a Finance degree focused in Economics from Kansas State University. Currently holds series 7,66,31,4,9,10,24 and Texas Group 1 insurance.

Experience

  1. Chief Compliance Officer

    Accurate Advisory Group Inc

    Aug 2025 — Present

Education

  • Kansas State University

    Finance, Economics

    2003 — 2007

Skills

  • Trading
  • Financial Advisory
  • Uniform Combined State Law
  • Retirement Planning
  • Finra
  • Insurance
  • Series 24
  • Series 7
  • Alternative Investments
  • Customer Relations
  • Equities
  • Finance
  • Margin Analysis
  • Investment Advisory
  • Series 66
  • Securities
  • Investments
  • Mutual Funds
  • Risk Management
  • Etfs
  • Options

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Derek Wilkes — Chief Compliance Officer at Accurate Advisory Group Inc in Tampa, FL, US | Unifers