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Derek Scott Sills

Advisor at OSAIC — Hinesville, GA

Updated today

Credentials

Series 63, Series 66

Experience

28 years

Location

Hinesville, GA 31313

OSAIC logo

OSAIC

Institution

Total advisors

7,830

Across 3,556 offices

Clients per advisor

73 Low

Avg AUM per client

$398,336 Typical

HNW client ratio

10% Low

About

Derek Sills is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. His prior work includes roles at Triad Advisors and Heritage Bank, where he also concurrently worked with LPL Financial for 12 years. In addition to his advisory role, he owns Heritage Group Financial Services LLC, an investment and financial services firm. OSAIC serves a diverse client base, including retail and institutional investors, offering brokerage, advisory services, financial planning, and access to a wide range of investment products through multiple advisory platforms and third-party providers.

Client services

Based on OSAIC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on OSAIC

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on OSAIC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.

Commissions

Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.

Project-based

Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.

Other

Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.

Location

See office

Hinesville, GA

313 N. Main St, Suite B

Hinesville GA 31313

Advisors at this office

1

Most active in

Georgia

Work history

28 years of industry experience

OSAIC

2024 - Present • 2 years

Hinesville, GA

Triad Advisors

2023 - 2024 • 1 year

Norcross, GA

Heritage Bank

2011 - 2023 • 12 years

Hinesville, GA

LPL FINANCIAL

2011 - 2023 • 12 years

Charlotte, NC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Len G

ChFC®, Series 63, Series 65

Hinesville, GA

Capital Investment Advisory Services, LLC

Len Graddy is a financial advisor with Capital Investment Advisory Services, LLC, holding a ChFC® designation and Series 63 and Series 65 licenses, with 53 years of industry experience. He has worked at Capital Investment Advisory Services since 2018 and operates Graddy & Associates Financial Group, a financial planning business specializing in life, annuity, and long-term care planning. Capital Investment Advisory Services provides portfolio management and supervisory services to individuals, corporations, and various institutional clients, tailoring portfolios to client objectives and managing the majority of assets on a discretionary basis through a network of over 100 independent investment adviser representatives.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Annuities Options & derivatives strategies Founder/Business Owner Retired
user avatar

Travis B

Series 66

Hinesville, GA

First Command Advisory Services

Travis Bowen is a financial advisor with First Command Advisory Services in Hinesville, GA, holding a Series 66 designation and four years of industry experience. He served in the U.S. Army for 23 years prior to his current role, and is also CEO of T Bowen Consulting, LLC, a non-investment-related business used for payroll purposes. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers using model portfolios and approved third-party managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Alexander S

Series 66

Hinesville, GA

First Command Advisory Services

Alexander Stewart is a financial advisor at First Command Advisory Services with four years of industry experience. He holds the Series 66 designation and has worked at several First Command entities since 2021. Stewart also serves as a Commander and Qualified Intelligence Officer in the Louisiana Army National Guard, a role he has held since 2013. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, managing portfolios through a centralized Investment Management Team and Wealth Portfolio Managers.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Douglas O

Series 63, Series 65

Hinesville, GA

First Command Advisory Services

Douglas Overbey is a financial advisor at First Command Advisory Services with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been with First Command and its affiliated entities since 2015. First Command Advisory Services, Inc. is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers a range of financial planning and wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers, utilizing model portfolios and third-party managers from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Joseph N

Series 65, Series 63

Hinesville, GA

First Command Advisory Services

Joseph Norris is a financial advisor with First Command Advisory Services. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at various First Command entities and other companies across different sectors. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, employing a centralized investment management team that selects model portfolios and third-party managers from approved lists.

Passive / index investing Active portfolio management Retirement income strategy Tax-loss harvesting ESG / Sustainable investing Self-Employed Young Professionals
user avatar

Robert L

ChFC®, Series 66

Hinesville, GA

Edward Jones

Robert Lacy is a financial advisor at Edward Jones with eight years of industry experience. He holds the ChFC® designation and Series 66 license. Prior to joining Edward Jones, Lacy served 25 years in the United States Navy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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