Derek Dieterich (CRD# 2873365) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Sweetwater, TN and has over 27 years of experience in the finance industry. Derek Dieterich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5607422
Pya Waltman Capital, LLC
CRD# 6420346
Edward Jones
CRD# 5445568
Raymond James & Associates, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Sweetwater, TN | Apr 2018 - Current | 6 |
| Regions Bank | Sweetwater, TN | Apr 2018 - Current | 6 |
| Cetera Investment Services LLC | St. Cloud, MN | Apr 2018 - Current | 6 |
| Club Unite Volleyball | Knoxville, TN | Jul 2016 - Apr 2018 | 1 |
| Aspire Private Wealth Counsel, LLC | Knoxville, TN | Feb 2017 - Sep 2017 | < 1 |
| Aspire Private Wealth Counsel | Knoxville, TN | Jul 2016 - Sep 2017 | 1 |
| Lincoln Financial Securitites Corporation | Knoxville, TN | Feb 2016 - Sep 2017 | 1 |
| Wealth Management Group | Knoxville, TN | Feb 2016 - Jul 2016 | < 1 |
| Purshe Kaplan Sterling Investments | Albany, NY | Aug 2011 - Feb 2016 | 4 |
| Visionary Horizons | Knoxville, TN | May 2011 - Feb 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1997 |
- TN
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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