Primerica Advisors
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More experience than 61% of advisors at Primerica Advisors
20yrs
Derek Simkowitz
Full name on record: Derek David Simkowitz
Financial advisor at Raymond James Financial Services Advisors
Derek Simkowitz has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Gray, Maine. Derek has been with Raymond James Financial Services Advisors since 2017; before that, Derek spent a year at Invest Financial and a year at LPL Financial. Raymond James Financial Services Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3 advisors with offices in Gray, and one of 3 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 60% of advisors nationwide
Office24 Portland Road, Gray, ME 04039
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2017 – nowRaymond James Financial Services Advisors, Inc.Current firm
- Jun 2016 – Feb 2017Invest Financial CorporationPreviously
- Oct 2015 – Jun 2016LPL Financial LLCPreviously
- Jan 2014 – Oct 2015Cetera Investment Advisers LLCPreviously
- Sep 2012 – Jan 2014Cetera Investment Services LLCPreviously
- 2010 – 2012LPL Financial LLCPreviously
Contact Derek
24 Portland RoadGray, ME 04039Office · Get directions Firm main line(727) 567-3020Headquarters: Raymond James Financial Services Advisors · Saint Petersburg, FL LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Derek
Tailored to Derek’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Derek
How do I contact Derek?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Derek Simkowitz. Derek works from the Gray, ME office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2007, about 20 years. More experience than 60% of advisors nationwide.
What licenses does Derek hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Derek a fiduciary?
Derek is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derek paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Derek for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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