CFA

Derek Varner

10 Years of Experience

State College, PA

Derek Varner is a CFA-designated registered investment advisor at Abundance Wealth Counselors, LLC, based in State College, PA, with 10 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 511 clients with $1.6B in assets under management.

Abundance Wealth Counselors, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

12 advisors

IM Fee

Planning only

Assets Under Management

$1.6B

Location

232 Regent Court, State College, PA, 16801

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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.

Other Business Activities

Derek is a partner at Investment Research Partners, LLC since February 2021 and Avail Investment Partners, LLC since August 2021. Both are registered investment advisors.

Employment History

Previous Registrations

Aris Wealth Services INC

January 2009 - January 2015 · 6 yrs

State Registrations2 states

MAPA

Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.

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