Derek Jerold Bruton
Amministratore Delegato presso Lucia Management Co. LLC
Posizioni attive di Derek Jerold Bruton
Società | Posizione | Inizio | Fine |
---|---|---|---|
Lucia Management Co. LLC
Lucia Management Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of Lucia Capital Group LLC, Lucia Management Co. LLC provides investment advice. The company is based in San Diego, CA. The company was founded in 2010. The CEO is Derek Jerold Bruton. | Amministratore Delegato | - | - |
ActiFi, Inc.
ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | Direttore/Membro del Consiglio | 18/04/2022 | - |
Storia della carriera di Derek Jerold Bruton
Precedenti posizioni note di Derek Jerold Bruton
Società | Posizione | Inizio | Fine |
---|---|---|---|
TD Ameritrade Clearing, Inc.
TD Ameritrade Clearing, Inc. Investment Banks/BrokersFinance Founded in 1971, TD Ameritrade Clearing, Inc. is a broker/dealer headquartered in Omaha, Nebraska. The firm is a subsidiary of TD Ameritrade Online Holding Corp. and their ultimate parent is TD Ameritrade Holding Corp. (NYSE: AMTD). | Vendite & Marketing | 01/03/2004 | 31/08/2007 |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Corporate Officer/Principal | 01/08/2001 | 28/02/2004 |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | 01/01/1994 | 31/12/2000 |
Chalice Wealth Partners LLC
Chalice Wealth Partners LLC Packaged SoftwareTechnology Services Chalice Wealth Partners LLC operates as a technology-driven financial services company. It provides peer-to-peer networking and collaboration opportunities, creating a forum for sharing ideas, and practices to help members collectively. The company was founded by Keith E. Gregg and Anthony Nanula in 2016 and is headquartered in San Diego, CA. | Direttore/Membro del Consiglio | 01/04/2018 | - |
Direttore operativo | 01/04/2018 | - | |
Presidente | 01/04/2018 | - | |
Lucia Capital Group LLC
Lucia Capital Group LLC Investment ManagersFinance Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA. | Amministratore Delegato | - | - |
LPL Independent Advisor Services Group LLC
LPL Independent Advisor Services Group LLC Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., LPL Independent Advisor Services Group LLC provides brokerage services. The company is based in Newport Beach, CA. LPL Independent Advisor Services Group was acquired by LPL Financial Holdings, Inc. from Pacific Mutual Holding Co. on June 20, 2007. | Vendite & Marketing | 01/01/2007 | - |
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Vendite Istituzionali | 01/09/2007 | - |
Formazione di Derek Jerold Bruton
Stanford University | Undergraduate Degree |
Statistiche
Distribuzione geografica
Stati Uniti | 11 |
Posizioni
Sales & Marketing | 2 |
Corporate Officer/Principal | 2 |
Chief Executive Officer | 2 |
Settori
Finance | 7 |
Technology Services | 3 |
Consumer Services | 2 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 9 |
---|---|
LPL Financial LLC
LPL Financial LLC Investment ManagersFinance LPL Financial LLC is a SEC-registered investment advisor and wealth management firm headquartered in Fort Mill, South Carolina. The firm was founded in 1989 as Linsco/Private Ledger Corp. They are a direct subsidiary of LPL Holdings, Inc., owned by LPL Financial Holdings, Inc. (NASDAQ: LPLA). LPL Financial offers various types of advisory services and programs to individual and institutional clients. | Finance |
TD Ameritrade Clearing, Inc.
TD Ameritrade Clearing, Inc. Investment Banks/BrokersFinance Founded in 1971, TD Ameritrade Clearing, Inc. is a broker/dealer headquartered in Omaha, Nebraska. The firm is a subsidiary of TD Ameritrade Online Holding Corp. and their ultimate parent is TD Ameritrade Holding Corp. (NYSE: AMTD). | Finance |
Merrill Lynch & Co., Inc. /Old/
Merrill Lynch & Co., Inc. /Old/ Investment Banks/BrokersFinance Merrill Lynch & Co., Inc. provided wealth management, securities trading and sales, corporate finance and investment banking services. Merrill Lynch was a global trader and underwriter of securities and derivatives across a range of asset classes and serve as a strategic advisor to governments, institutions and individuals worldwide. The company was founded in 1913 and was headquartered in Charlotte, NC. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
LPL Independent Advisor Services Group LLC
LPL Independent Advisor Services Group LLC Investment Banks/BrokersFinance Part of LPL Financial Holdings, Inc., LPL Independent Advisor Services Group LLC provides brokerage services. The company is based in Newport Beach, CA. LPL Independent Advisor Services Group was acquired by LPL Financial Holdings, Inc. from Pacific Mutual Holding Co. on June 20, 2007. | Finance |
Lucia Capital Group LLC
Lucia Capital Group LLC Investment ManagersFinance Lucia Capital Group LLC provides investment advisory services. It offers financial planning, investment management, annuities, and insurance services. The company is headquartered in San Diego, CA. | Finance |
Lucia Management Co. LLC
Lucia Management Co. LLC Miscellaneous Commercial ServicesCommercial Services Part of Lucia Capital Group LLC, Lucia Management Co. LLC provides investment advice. The company is based in San Diego, CA. The company was founded in 2010. The CEO is Derek Jerold Bruton. | Commercial Services |
Chalice Wealth Partners LLC
Chalice Wealth Partners LLC Packaged SoftwareTechnology Services Chalice Wealth Partners LLC operates as a technology-driven financial services company. It provides peer-to-peer networking and collaboration opportunities, creating a forum for sharing ideas, and practices to help members collectively. The company was founded by Keith E. Gregg and Anthony Nanula in 2016 and is headquartered in San Diego, CA. | Technology Services |
ActiFi, Inc.
ActiFi, Inc. Packaged SoftwareTechnology Services ActiFi, Inc. develops software and does consulting for the financial services industry. It provides practice management solutions powered by combination of coaching, training, process development, scalable and easy-to-use technology. The company was founded by Robert Nicholson and Spencer Segal in 2003 and is headquartered in Plymouth, MN. | Technology Services |
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