UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
3yrs
Derrick Lytle has worked in the financial industry for 3 years and is a fiduciary financial advisor based in Dallas, Texas. Derrick joined Merrill in 2024, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. Merrill reports being paid through a percentage of assets, flat fees, and commissions.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience3 years (since 2024)
How that compares ?3 years in the industry
Office2100 Ross Ave, Dallas, TX 75201
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment 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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowMerrillCurrent firm
Contact Derrick
(800) 637-7455Firm headquarters in New York, NY. Ask for Derrick. 2100 Ross AveDallas, TX 75201Office · Get directions
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Questions to ask Derrick
Tailored to Derrick’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- 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 Derrick
How do I contact Derrick?
Call Merrill at (800) 637-7455 and ask for Derrick Lytle. Derrick works from the Dallas, TX office.
How long has Derrick been a financial advisor?
Derrick has been in the industry since 2024, about 3 years. 3 years in the industry.
What licenses does Derrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Derrick a fiduciary?
Derrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Derrick paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Derrick 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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