About | Free Trial

Last Update

2016-05-07T00:00:00.000Z

This profile was last updated on . .

Is this you? Claim your profile.

Wrong Derek Bruton?

Mr. Derek Bruton J.

Chief Executive Officer

Lucia Capital Group

HQ Phone: (800) 644-1150

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

Lucia Capital Group

13520 Evening Creek Drive North, Suite 300

San Diego, California 92128

United States

Company Description

Lucia Capital Group, along with its family of financial service companies headquartered in San Diego, California, offers a fully integrated wealth platform providing end-to-end investment strategies from wealth advice to asset management and insurance. We... more

Find other employees at this company (37)

Background Information

Employment History

National Association of Personal Financial Advisors

Managing Director - Independent Advisor Services

LPL Financial Services

Affiliations

Board Member
Big Brothers Big Sisters

Executive Committee
Private Client Services

Marketing and Growth Committee
Financial Services Institute

Education

Bachelor of Arts
history and organizational behavior
Stanford University

Web References (165 Total References)


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.


News Video/Radio Archive | Haven Tower Group

haventower.com [cached]

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

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


Derek Bruton » Lucia Capital Group

www.luciacap.com [cached]

Derek Bruton / Chief Executive Officer

...
Derek Bruton
...
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.


Derek Bruton on ...

www.luciacap.com [cached]

Derek Bruton on CNBC

Lucia Capital CEO Derek Bruton on CNBC's Closing Bell
...
Derek Bruton, Lucia Capital Group's CEO, appeared on the September 29th episode of CNBC's Closing Bell to discuss the significance of geopolitical events in China and Hong Kong on corporate earnings.


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.

Similar Profiles

Other People with this Name

Other people with the name Bruton

Nelson Bruton
Interchanges

Robyn Bruton
Marinwood Community Center

Robert Bruton
Chesham & Ley Hill Golf Club

Henry Bruton
USS Wisconsin Association

Alison Bruton
Queen Mary's High School

Browse ZoomInfo's Business Contact Directory by City

Browse ZoomInfo's
Business People Directory

Browse ZoomInfo's
Advanced Company Directory