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2016-05-07T00:00:00.000Z

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Wrong Derek Bruton?

Mr. Derek J. Bruton

Chief Executive Officer

Lucia Capital Group

Direct Phone: (800) ***-**** ext. ****       

Email: d***@***.com

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Lucia Capital Group

13520 Evening Creek Dr., N. Suite 300

San Diego, California 92128

United States

Company Description

Lucia Capital Group encompasses a family of companies across multiple financial service businesses. Through its subsidiaries and affiliates, Lucia Capital Group offers a range of investment options and wealth advisory services, including asset management, ... more

Find other employees at this company (45)

Background Information

Employment History

FocusPoint Solutions

Morgan Stanley & Co.

Managing Director - Independent Advisor Services

LPL Financial Services

Affiliations

Executive Committee
Private Client Services

Chairman
Big Brothers Big Sisters

Member, Board
Financial Services Institute

Various Sales and Sales Management Positions
The Charles Schwab Corporation

Education

Bachelor of Arts

history and organizational behavior

Stanford University

Web References (164 Total References)


News Video/Radio Archive | Haven Tower Group

haventower.com [cached]

The Street, Great interview by Gregg Greenberg with Derek Bruton!

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A wonderful interview on Nightly Business Report with Derek Bruton, CEO of Lucia Capital Group! Watch Video>>>
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CNBC, Check out this super CNBC Closing Bell hit with Haven Tower Group client Derek Bruton, CEO of Lucia Capital! Watch Video>>>


Leadership » Lucia Capital Group

www.luciacap.com [cached]

Derek Bruton

...
Derek Bruton Chief Executive Officer
As the CEO of Lucia Capital Group, Derek Bruton oversees the growth and operations of the firm, its subsidiaries, and affiliates. He is directly responsible for leading the development and growth of the Wealth Services and Capital Management platforms and, most importantly, ensuring professional and proactive service to the clients of Lucia Capital Group.


Derek Bruton » Lucia Capital Group

www.luciacap.com [cached]

Derek Bruton / Chief Executive Officer

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Derek Bruton
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Derek Bruton
As the CEO of Lucia Capital Group, Derek Bruton oversees the growth and operations of the firm, its subsidiaries, and affiliates. He is directly responsible for leading the development and growth of the Wealth Services and Capital Management platforms and, most importantly, ensuring professional and proactive service to the clients of Lucia Capital Group.
Derek has been in the financial services business for over 23 years, having started his career as an equity research analyst in Tokyo, Japan. He has served in sales, business, and portfolio management roles throughout his career at Charles Schwab, Merrill Lynch, and TD Ameritrade. Most recently, Derek spent seven years as a senior executive at the largest independent broker/dealer in the country, LPL Financial, where he oversaw the growth and satisfaction of over 11,000 financial advisors. There, he led a team of over 130 professionals in business development, relationship management, and practice acquisitions while also building and running the firm's Registered Investment Advisor platform.
Derek received his B.A. in history and organizational behavior from Stanford University and completed an executive leadership program at Harvard Business School. He was also a four-year letterman on the Stanford basketball team, serving as captain his senior year. Derek holds the FINRA Series 7, 8, 24, and 63 licenses with Lucia Securities, LLC.
Derek is very active in the San Diego community, particularly with helping San Diego's youth overcome adversity and thrive in life. He has served on the board of Big Brothers Big Sisters of San Diego County for three years and is currently the board chair.
Derek and his wife of 22 years, Helen, are avid tennis players and have two wonderful teenage daughters, Sera and Grace.


Former LPL executive ...

www.fa-mag.com [cached]

Former LPL executive Derek Bruton has resurfaced as the new chief executive officer at Lucia Capital Group.


Press | Haven Tower Group

haventower.com [cached]

CNBC, Check out this super CNBC Closing Bell hit with Haven Tower Group client Derek Bruton, CEO of Lucia Capital! Watch Video>>>

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