Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Tarpon Springs
12yrs
Derek Cason is a fiduciary financial advisor in Tarpon Springs, Florida, with 12 years in the industry. Derek joined Wells Fargo Advisors in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 141 advisors with offices in Tarpon Springs, and one of 135 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office101 Federal Pl Suite 101 [Regional Supervision], Tarpon Springs, FL 34689
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowWells Fargo Clearing Services, LLCCurrent firm
- 2014 – 2019Wells Fargo Clearing Services, LLCPreviously
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 Derek’s local office at (727) 943-3506 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Derek Cason.
How long has Derek been a financial advisor?
Derek has been in the industry since 2014, about 12 years. 12 years in the industry.
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?
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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