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Wrong Derek Bruton?

Derek J. Bruton

Chief Executive Officer

Lucia Capital Group

HQ Phone:  (800) 644-1150

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

Email: d***@***.com

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

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, inve... more.

Find other employees at this company (52)

Background Information

Employment History

Managing Director - Independent Advisor Services

LPL Financial Services


Various Sales and Sales Management Positions

Schwab Institutional


Affiliations

Financial Services Institute

Marketing and Growth Committee


Private Client Services

Executive Committee


The Charles Schwab Corporation

Various Sales and Sales Management Positions


Big Brothers Big Sisters

Chairman


Education

Bachelor of Arts

history and organizational behavior

Stanford University


Web References(57 Total References)


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>>>


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
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.


www.fa-mag.com

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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