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Our Qualifications

Our firm has combined experience of over 60 years in the insurance and financial services business. We pride ourselves on building our client base via recommendations, which fosters more depthful business relationships based on trust. It also allows us to spend more time with our clients, preparing for our meetings, and completing educational courses.

Two of our associates, Steve and Rick, have completed the necessary coursework and have been awarded two of the most prestigious financial designations by the American College: CLU ®(Certified Life Underwriter) and ChFC ®(Charted Financial Consultant). Our third associate, Lee, has completed half of the necessary coursework towards attaining those designations, and also has completed the CFP® (Certified Financial Planner) curriculum.

All three associates have completed licensing requirements for life and health insurance, as well as securities licensing (Series 6 and/or 7). In addition, Steve and Lee, hold Series 66 licenses which permit them to broker through a Registered Investment Advisor.

Charles Richard Derrick, Registered Representatives of Park Avenue Securities, LLC (PAS). Securities products and services are offered through PAS, 954 Ridgebrook Road, Suite 300, Sparks, Md. 21152, 410-828-5400. Field Representatives, The Guardian Life Insurance Company of America, New York, New York. PAS is an indirect, wholly-owned subsidiary of Guardian. Derrick Financial Group is not an affiliate or subsidiary of PAS or Guardian.

Stephen Lee Derrick and Charles Lee Derrick, Registered Representatives and Financial Advisors of Park Avenue Securities, LLC (PAS). Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 954 Ridgebrook Road, Suite 300, Sparks, Md. 21152, 410-828-5400. Field Representatives, The Guardian Life Insurance Company of America, New York, New York. PAS is an indirect, wholly-owned subsidiary of Guardian. Derrick Financial Group is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member FINRA, SIPC.

The information on this site is intended for the residents of AZ, DC, DE, GA, ID, KY, MA, MD, ME, NC, PA, SC, and VA. The financial representatives of Derrick Financial Group are not licensed to sell insurance in all 50 states. To find out if an agent is licensed in your state, please contact Lee Derrick at 800-811-8915.

Registered Representatives securities licensed in AZ, DC, GA, ID, KY, MA, MD, ME, NC, PA, SC, and VA. This website is strictly intended for individuals residing in those states. No offers may be made or accepted from any resident outside these specified states.

Neither Guardian, nor its subsidiaries, agents or employees provide tax or legal advice. You should consult your tax or legal advisor regarding your individual situation.

The Living Balance Sheet ® is a registered trademark of The Guardian Life Insurance Company, New York, NY.

The information or opinions contained in this Internet site should not be construed by any consumer and/or prospective client as an offer to sell or the solicitation of an offer to buy any particular investment product. The information contained herein is directed solely to those individuals who reside in jurisdictions in which the representative is registered in the state where the consumer and/or prospective client reside. Any subsequent direct communication with a consumer and/or prospective client shall only be conducted by a representative that is registered in the state where the consumer and/or prospective client reside.