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Derrick M
Series 65, Series 63
Palm Beach Gardens, FL
Simplicity Wealth
Derrick Mims is a financial advisor at Simplicity Wealth with 12 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at multiple firms, including Bencor, Inc., Fortuna Advisors, LLC, and Planmember Securities Corporation. Mims is also the managing member of Turnstart Wealth and is a registered insurance agent. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, and institutional investors. The firm offers advisory services that include financial planning, portfolio management, and a managed account platform, employing a fund-of-funds strategy with ETFs, mutual funds, and individual securities, alongside technology and operational solutions for other advisers.
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