Derrick Vickery ADV 2(b) Brochure
Investment Advisor Representative
I got into investment advising and financial planning to help people become financially independent. I have seen that with a well-thought-out plan and the discipline to follow through on that plan, that people can pursue their long-term financial goals. I love putting a plan into action and watching that plan come to fruition. Just as my job title states I'm an advisor. I will not be there to criticize or critique every move you make. I will be here as an avid listener to listen to your wants, needs, and goals and strive to put in a plan to address them. One of my greatest joys is to help others and I look forward to helping current and future clients of KPP.
Formal Education
Series 66 license held with KPP Advisory Services
Series 07 and 63 held with LPL Financial
Registered as IAR in the following states: KY
Bachelor's of Business Administration and Marketing - University of Kentucky
Experience
Director of Human Resources with Hospice of Lake Cumberland - Somerset, KY 2011 - 2021
Human Resource Manager with Foothills Academy - Albany, KY 2005 - 2011
Community Involvement
Hospice of Lake Cumberland volunteer
Pulaski Somerset Chamber of Commerce Member University of Kentucky Alumni Association
Personal
I love boating on Lake Cumberland with my family and friends. I enjoy playing golf, reading, and watching sports in my spare time. I'm a lover of all University of Kentucky sports and enjoy going to games. I have been married for 11 years and have two boys that are 5 and 8.