Derek
Bruton
Coastal Investment Advisors
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About this Advisor
Derek Bruton is a financial advisor operating out of Plymouth Meeting, Pennsylvania. Bruton is an advisor for Coastal Investment Advisors. Over the course of their career, Bruton has held roles at Lpl Financial Corporation, Lucia Capital Group, Rjl Wealth Management, LLC, Rjl Management Company, LLC, Oppenheimer & Co. Inc, Freedom Investments, Inc, Chalice Capital Partners, LLC, Chalice Wealth Advisors, Coastal Equities, Inc and Coastal Investment Advisors, Inc. Bruton holds a Series 63 license, certifying them as a securities representative, and can operate in California. Coastal Investment Advisors is a financial advisory firm operating out of Wilmington, DE. The firm has offices in 57 locations and a total of 77 advisors. It controls $781 million in total assets across its 3,760 customer accounts, making it one of the bigger firms in the United States by assets under management. The firm provides services to three charitable organizations. Of its 3,760 customer accounts, just 1% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial management largely are based on the type of services offered. However, fees billed by Coastal Investment Advisors most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Coastal Investment Advisors Brokerage Details
$780,734,272
77
3,760
$207,642
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Derek Bruton Work History
Derek has been registered as a financial advisor for 0 years.*
Coastal Equities, Inc
Coastal Investment Advisors, Inc
Chalice Capital Partners, LLC
Chalice Wealth Advisors
Oppenheimer & Co. Inc
Freedom Investments, Inc
Lucia Capital Group
Rjl Wealth Management, LLC
Rjl Management Company, LLC
Lpl Financial Corporation
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Derek Bruton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Wilmington, DE
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