Advisor at Truist Advisory Services
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Firm
Truist Advisory Services
Location
Whiteville, NC 28472
Credentials
Series 66
Industry experience
16 years
Derek Yerdon is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. He has worked at Truist Advisory Services and Truist Investment Services since 2021, and previously at Bb&T Securities and BBTIS from 2011 to 2021. Outside of his advisory role, he and his wife own a beach house that they rent on a short-term basis. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of discretionary and non-discretionary investment solutions using firm-level model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across Truist’s affiliated channels.
Based on Truist Advisory Services
Based on Truist Advisory Services
$0 - $100,000: 2.25% $100,001 - $250,000: 2.20% $250,001 - $500,000: 2.15% $500,001 - $1,000,000: 2.00% $1,000,001 - $2,000,000: 1.85% $2,000,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.65% $10,000,001 - $25,000,000: 1.50% $25,000,001+: 1.45%
Account minimum: $100,000 Minimum fee: Plan Sponsor Services: Annual base fee of $2,500 (newly established plans)
301 S Jk Powell Blvd, Fl 1
Whiteville, NC 28472
North Carolina · Texas
Truist Advisory Services
2021 - Present (5 years)
Truist Investment Services, Inc.
2021 - Present (5 years)
Bb&T Securities, Llc
2018 - 2021 (3 years)
Bbtis
2011 - 2018 (7 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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I followed in my parents' footsteps and started out as a public school classroom teacher, later becoming a principal. At age 37 I made the switch to financial planning, growing a successful practice which I sold in 2016 to run for Congress. That campaign, though unsuccessful, renewed my commitment to helping others put their values to work in their own lives. Andy Millard Advisory leverages the ever-evolving landscape of socially-responsible investment options, giving clients the opportunity to express their ideals through their portfolio. What's more, the latest financial technology allows us to streamline the client experience while managing multiple portfolios efficiently, freeing me up to use my extensive experience to help clients make smart decisions and grow their assets. Learn more at www.AndyTheAdvisor.com
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Cetera
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