DR
CFA · PFS
DR
CFA · PFS

Derek Dewitt Robinett

12 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
696 clients
Average Client Portfolio
$734K average
Assets Under Management
$511.2M

Fee Structure

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Location

3300 North A Street, Building One, Suite 108, Midland, TX, 79705

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Derek is a business administrator at Fannin Terrace Baptist Church (about a quarter of his time), an independent insurance agent for various companies (minimal time), and an advisory representative of a RIA (full-time). He also offers tax preparation and small business advisory services through Derek Robinett PLLC (full-time), serves as Vice-President of Midland-Odessa Business Estate Council (minimal time), is a partner at Morris, Holmquest & Tidwell (a few hours per week), and owns Basin Business Brokers (a few hours per week).

Employment History
Current Registrations
Amicus Financial Advisors, LLC
March 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
January 2018 - March 2021 · 3 yrs 2 mos
Cambridge Investment Research Advisors, INC.
January 2018 - March 2021 · 3 yrs 2 mos
MML Investors Services, LLCBroker
September 2017 - September 2017 · 0 mos
H.D. Vest Advisory Services, INC
July 2015 - June 2017 · 1 yr 11 mos
Hd Vest Investment ServicesBroker
June 2015 - June 2017 · 2 yrs
Citigroup Global Markets INC.
June 2007 - October 2007 · 4 mos
Citigroup Global Markets INC.Broker
May 2007 - October 2007 · 5 mos
Citicorp Investment ServicesBroker
January 2007 - May 2007 · 4 mos
Chase Investment Services CORP.
January 2006 - October 2006 · 9 mos
Chase Investment Services CORP.Broker
January 2006 - October 2006 · 9 mos
Morgan Stanley
August 2005 - December 2005 · 4 mos
Morgan Stanley Dw INC.Broker
August 2005 - December 2005 · 4 mos
American Express Financial Advisors, INC.
April 2005 - July 2005 · 3 mos
Ids Life Insurance CompanyBroker
March 2005 - August 2005 · 5 mos
American Express Financial Advisors INC.Broker
March 2005 - July 2005 · 4 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.