DH
Derek J. Hines
GADDIS PREMIER WEALTH ADVISORS LLC
Durant, OK 74701
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CRD#: 6454838
DH
Professional summary
Derek Jonathon Hines, AIF® is a registered financial advisor currently at GADDIS PREMIER WEALTH ADVISORS LLC located in Durant, Oklahoma and PRIVATE CLIENT SERVICES, LLC located in Oklahoma City, Oklahoma.
Derek is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Derek has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) Durant Trails and Open Space. 2500 Stage Coach Ave, Durant, OK 74701. Non Profit that encourages outdoor activities, building and maintenance of walking trails. President. 1 hr/mo; 0 during trading hrs. 2) VLC Transformation Institute, LLC. 3412 W University Blvd, Durant, OK 74701. Christian Leadership training, education and programs. Development Director. 20 hrs/mo; 5 during trading hrs. 3) Gaddis Premier Wealth Advisors. 202 W Main, Durant, OK 74701. RIA. 160 hrs/mo; 160 during trading hrs. 4) Farm. 248 Albert Pike, Durant, OK 74701. Family sells sheep, goats and other various farm products. General Laborer. 32 hrs/mo; 0 during trading hrs. 5) Executive Pastor. 3412 University Blvd, Durant, OK 74701. Victory Life Church is a 501c3. I will be in charge of overseeing various aspects of the ministry. 128 hrs/mo; 96 during trading hrs. 6) Hines Family Holdings. 248 Albert Pike, Durant, OK 74701. Established for purposes of shared operational infrastructure, expense management, and continuity planning among team members. Member. 2 hrs/mo; 0 during trading hrs. Not investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Derek Jonathon Hines'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®
Experience
Current
June 23, 2022 - Present
GADDIS PREMIER WEALTH ADVISORS LLC
Office #1: 202 W Main, Durant, OK 74701RIA
CRD#: 317837
Durant, OK
Current
June 24, 2022 - Present
PRIVATE CLIENT SERVICES, LLC
Office #1: 4141 Nw Expressway Ste 150, Oklahoma City, OK 73116Office #2: 8524 South Western Ave, Oklahoma City, OK 73170Office #3: 1530 Arlington Street, Ada, OK 74820Office #4: 200 Stanley Street Ste 103, Ardmore, OK 73401Office #5: 202 W Main St, Durant, OK 74701Office #6: 300 E Choctaw Ave, Mcalester, OK 74501RIA
BD
CRD#: 120222
Oklahoma City, OK
Past
May 20, 2019 - June 24, 2022
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
Durant, OK
Past
May 20, 2019 - June 24, 2022
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
Ada, OK
Past
April 4, 2016 - June 10, 2019
LPL FINANCIAL LLC
RIA
CRD#: 6413
MCALESTER, OK
Past
June 23, 2015 - March 30, 2016
LPL FINANCIAL LLC
RIA
CRD#: 6413
MCALESTER, OK
Past
May 19, 2015 - June 10, 2019
LPL FINANCIAL LLC
BD
CRD#: 6413
MCALESTER, OK
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GP
GADDIS PREMIER WEALTH ADVISORS LLC
GADDIS PREMIER WEALTH ADVISORS LLC
CRD#: 317837 / SEC#: 801-125772
RIA
Registered Investment Advisory firm - (5/31/2022 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(6/24/2022)
RR
Arkansas(6/24/2022)
RR
California(6/24/2022)
RR
Colorado(6/24/2022)
RR
Florida(6/24/2022)
RR
Georgia(6/24/2022)
RR
Illinois(6/24/2022)
RR
Iowa(6/24/2022)
RR
Kansas(6/24/2022)
RR
Louisiana(6/24/2022)
RR
Minnesota(6/24/2022)
RR
Missouri(6/24/2022)
RR
Montana(6/24/2022)
RR
Nebraska(6/24/2022)
RR
New Mexico(6/24/2022)
RR
North Carolina(6/30/2022)
IAR
Oklahoma(6/23/2022)
RR
Oklahoma(6/24/2022)
RR
Pennsylvania(10/2/2023)
RR
South Carolina(6/24/2022)
RR
Tennessee(10/2/2023)
RR
Texas(6/24/2022)
RR
Virginia(6/24/2022)
RR
Washington(6/24/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GP
GADDIS PREMIER WEALTH ADVISORS LLC
GADDIS PREMIER WEALTH ADVISORS LLC
CRD#: 317837 / SEC#: 801-125772
RIA
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Contact information
Main Address
202 W Main, Durant, OK 74701
Mailing Address
Phone number
(580) 745-8133
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (12 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,998 |
| AUM (Assets Under Management) | $ 314,015,320 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GADDIS PREMIER WEALTH ADVISORS LLC
CRD#: 317837Durant, OK 74701TRUST BUT VERIFY
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