Capitol Securities Management
47yrs
Top advisor by experience in Tampa
4yrs
Based in Tampa, Florida, Derek Wolford is a fiduciary financial advisor with 4 years of industry experience. Derek has been with Eagle Strategies since 2025. Eagle Strategies offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office3000 Bayport Drive Suite 1100, Tampa, FL 33607
FirmEagle Strategies
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$235,446
Advisors at the firm2,501
States licensed ?1 state
Services through Eagle Strategies
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
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
- Oct 2025 – nowEagle Strategies LLCCurrent firm
Contact Derek
(888) 695-3245Firm headquarters in New York, NY. Ask for Derek. 3000 Bayport Drive Suite 1100Tampa, FL 33607Office · Get directions Firm websiteHTTP://WWW.EAGLESTRATEGIES.COM
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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 Eagle Strategies at (888) 695-3245 and ask for Derek Wolford. Derek works from the Tampa, FL office.
How long has Derek been a financial advisor?
Derek has been in the industry since 2022, about 4 years. 4 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?
Eagle Strategies reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed 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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