MTM Investment Management
46yrs
Top advisor by experience in Spartanburg
18yrs
Derek Hawk
Financial advisor at Wells Fargo Advisors
Derek Hawk has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Spartanburg, South Carolina. Derek has been with Wells Fargo Advisors since 2018; before that, Derek spent less than a year at LPL Financial and two years at Carroll Financial Associates. Derek holds the CFP® designation.
One of 141 advisors with offices in Spartanburg, and one of 134 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 59% of advisors in South Carolina
Office1505 W O Ezell Blvd, Spartanburg, SC 29301
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2018 – nowWells Fargo Clearing Services, LLCCurrent firm
- Nov 2018 – Nov 2018LPL Financial LLCPreviously
- 2016 – 2018Carroll Financial Associates Inc.Previously
- 2010 – 2018Cetera Wealth Services, LLCPreviously
- May 2008 – Dec 2009Edward JonesPreviously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Derek
How do I contact Derek?
Call Derek’s local office at (864) 596-4250 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Derek Hawk.
How long has Derek been a financial advisor?
Derek has been in the industry since 2008, about 18 years. More experience than 59% of advisors in South Carolina.
What licenses does Derek hold?
Series 66. 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?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. 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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