Paula Fox Derwick
Advisor at Cetera — Olean, NY N Union St
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
35 years
Location
Olean, NY 14760
Cetera
Institution
Paula Derwick is a CFP® certificant with 35 years of industry experience, currently serving at Cetera since 2020. Her career includes long tenures at Avantax Advisory Services and Fox Holdings, Inc., where she has held roles such as president and shareholder. Outside of her advisory work, she serves on several nonprofit boards and is involved in tax consulting and fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered adviser that supports a wide range of clients, including individuals, retirement plans, and institutional accounts, through a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Based on Cetera
Based on Cetera
Flat fees may be charged for financial planning and consulting services as negotiated with advisor.
$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%
Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.
Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.
Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.
Olean, NY N Union St
487 N Union St
Olean NY 14760
Advisors at this office
6
New York
35 years of industry experience
Cetera
2023 - Present • 3 years
Schaumburg, IL
Cetera Wealth Services, LLC
2020 - Present • 6 years
El Segundo, CA
Fox Holdings, Inc Dba H&R Block And Fox Financial Services
1998 - Present • 28 years
Olean, NY
Avantax Insurance Agency, LLC
1994 - 2020 • 26 years
Olean, NY
Avantax Advisory Services
1993 - 2020 • 27 years
Olean, NY
Paula Fox Derwick Dba Fox Financial
1990 - Present • 36 years
Olean, NY
Avantax Investment Services, Inc.
1990 - 2020 • 30 years
Olean, NY
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Trust company
They provide trust and estate administration services, typically for separate fees.
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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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