Derek Varner has been Partner of Avail Investment Partners since July 2021, is a control person of the firm and directly owns between 10% and 25% of it. Derek Varner holds a Bachelor's degree in Business Administration with a concentration in Finance from the University of Pittsburgh.
Avail Investment Partners, LLC is a Lemont, PA firm with $184M under management, 144 clients and 6 advisers across 8 offices, as of its March 2026 filing.
Derek Varner is Investment Manager of Avail Investment Partners. He is a partner for Investment Research Partners and has nearly 20 years of investment management experience. He previously managed the endowment fund and excess working capital for Bucknell University as Associate Director of Investments.
Derek Varner’s longest registration was 5 years at Aris Wealth Services Inc (2009–2015). Before joining Avail Investment Partners in 2021, Derek Varner was registered through Aris Wealth Services Inc.
- Abundance Wealth Counselors, LLCAlso current– present · 4 yearsState College, PA · Adviser representative · Firm CRD 111740
- – present · 5 yearsLemont, PA · Adviser representative · Firm CRD 315678
- Investment Research PartnersAlso current– present · 5 yearsLemont, PA · Adviser representative · Firm CRD 304315
- Aris Wealth Services Inc– · 5 yearsState College, PA · Adviser representative · Firm CRD 104577
Professional designations
Listed by Avail Investment Partners
- Chartered Financial Analyst (CFA)
- Chartered Alternative Investment Analyst (CAIA)
- Certificate in Investment Performance Measurement (CIPM)
Investment adviser representative registrations
Derek Varner is registered as an investment adviser representative in 2 states. The first approvals date from March 2021; the most recent is Massachusetts, in November 2021.
- MassachusettsSince 22 November 2021
- PennsylvaniaSince 29 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 January 2009 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Derek Wade Varner
- CRD
- 5627598
- Firm
- Avail Investment Partners · CRD 315678
- Role
- Partner
- Office
- 801-1 PIKE STREET, Lemont, PA 16851
- Registration
- Investment adviser registration
- In the industry since
- April 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- availinvest.com
Where does Derek Varner work?
Derek Varner has been Partner of Avail Investment Partners, LLC since July 2021, and is a control person of the firm.
Is Derek Varner a financial advisor?
Yes. Derek Varner has a current investment-adviser registration in Massachusetts and Pennsylvania, through Avail Investment Partners since October 2021.
How many years of experience does Derek Varner have?
Derek Varner has 11 years in the financial industry, since April 2015, across 4 adviser firms.
What exams has Derek Varner passed?
Derek Varner passed the Series 65 in January 2009.
Where did Derek Varner work before Avail Investment Partners?
Before Avail Investment Partners, Derek Varner was registered through Aris Wealth Services Inc, January 2009 to January 2015.
Where is Derek Varner based?
Derek Varner’s registered office is in Lemont, PA.
Is Derek Varner registered with FINRA?
No. Derek Varner has no current broker registration.
Is Derek Varner a CFA charterholder?
Avail Investment Partners lists Derek Varner with the CFA credential (“Chartered Financial Analyst (CFA)”) on its website. CFA Institute confirms certification status.
How can I verify Derek Varner’s record?
Search CRD 5627598 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Derek Varner’s full registration record.
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