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LD

Lawrence D. Deramus

DERAMUS WEALTH MANAGEMENT
Plano, TX 75093
Some features on this profile are disabled
CRD#: 2171156
LD

Professional summary

Lawrence Depriest Deramus JR, who also goes by Larry Deramus, Lawrence Depriest Jr Deramus, is a registered financial advisor currently at DERAMUS WEALTH MANAGEMENT, LLC located in Plano, Texas.

Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Lawrence has worked at 9 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Larry Deramus | Lawrence Depriest Jr Deramus

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lawrence Depriest Deramus JR's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 5, 2021 - Present

DERAMUS WEALTH MANAGEMENT, LLC

Office #1: 6275 W. Plano Parkway Suite 500, Plano, TX 75093
RIA
CRD#: 289771
Plano, TX
Past

March 4, 2021 - May 8, 2023

CETERA WEALTH SERVICES, LLC

RIA
CRD#: 13572
PLANO, TX
Past

February 24, 2020 - December 31, 2020

DERAMUS WEALTH MANAGEMENT, LLC

RIA
CRD#: 289771
DALLAS, TX
Past

September 20, 2019 - May 8, 2023

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
PLANO, TX
Past

January 2, 2018 - December 31, 2019

DERAMUS WEALTH MANAGEMENT, LLC

RIA
CRD#: 289771
DALLAS, TX
Past

September 1, 2016 - May 20, 2021

SUMMIT FINANCIAL GROUP INC

RIA
CRD#: 109485
PLANO, TX
Past

September 1, 2016 - September 20, 2019

SUMMIT BROKERAGE SERVICES, INC.

BD
CRD#: 34643
PLANO, TX
Past

February 7, 2003 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

RIA
CRD#: 14503
DALLAS, TX
Past

March 26, 2001 - December 31, 2003

MCCRACKEN ADVISORY PARTNERS CORPORATION

BD
CRD#: 35533
MINNEAPOLIS, MN
Past

March 21, 2000 - February 7, 2003

THE MASTERS, INC.

RIA
CRD#: 108432
PLANO, TX
Past

January 10, 2000 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

BD
CRD#: 14503
DALLAS, TX
Past

March 1, 1996 - February 16, 2000

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
SPRINGFIELD, MA
Past

May 1, 1995 - March 1, 1996

G. R. PHELPS & CO., INC.

BD
CRD#: 173

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(2/5/2021)

Exams

State Security Law Exam
RR
Series 63
Date: 4/28/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/24/1996
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 4/28/1995
Investment Company Products/Variable Contracts Representative Examination

Current Firm

DW
DERAMUS WEALTH MANAGEMENT, LLC
DERAMUS WEALTH MANAGEMENT, LLC

CRD#: 289771 / SEC#:

Texas
Registered Investment Advisory firm - (2/5/2021 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
6275 W. Plano Parkway Suite 500, Plano, TX 75093
Mailing Address
Phone number
(972) 235-9090
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts76
AUM (Assets Under Management)$ 52,251,351

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

DERAMUS WEALTH MANAGEMENT, LLC

CRD#: 289771Plano, TX 75093

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