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LD

Lawrence D. Deramus

DERAMUS WEALTH MANAGEMENT
Plano, TX 75093
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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.

top-8-questions

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.
1) THE M3 GROUP, LLC;NON INVESTMENT RELATED; 6362 SOUTHPOINT DRIVE, DALLAS, TX 75243; REAL ESTATE RENTAL; OWNER; START DATE 01/01/1987; 10 HOURS A MONTH AND 0 HOURS DURING TRADING; Purchase and manage residential and commercial real estate for rents 2) Capital Advisors Group;DBA name; Investment related; Start date 06/01/1995;Address same as branch; President/Agent; 4 hours a month 1 hour during trading 3) Insurance Agent; Investment related;Start date 09/01/2016; Address same as branch;Agent; life, disability, long term care, and fixed annuities; 4 hours a month, 1 hour during trading 4) NAME OF OTHER BUSINESS: PRESTON GREEN HOMEOWNERS ASSOCIATION; INVESTMENT RELATED: NO; ADDRESS: 6449 CEDAR HOLLOW, DALLAS, TX 75248; NATURE OF BUSINESS: HOA BOARD; START DATE: 3/2023; POSITION/TITLE/RELATIONSHIP: ARCHITECTURAL COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: WALK PROPERTY PERIODICALLY TO IDENTIFY & REPORT ISSUES RELATED TO TOWNHOME EXTERIOR VISUAL UNIFORMITY COMPLIANCE WITH HOA;

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
General Industry/Product Exam
General Industry/Product Exam

Current Firm


DW
DERAMUS WEALTH MANAGEMENT, LLC
DERAMUS WEALTH MANAGEMENT, LLC

CRD#: 289771 / SEC#:

Texas
Registered Investment Advisory firm - (2/5/2021 Approved)
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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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