Derek Newcomer, financial advisor Newport Beach CA

Derek Newcomer

CRD Number: 4605472
Current Firm: Beacon Pointe Advisors, LLC

Derek Newcomer (CRD# 4605472) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Beacon Pointe Advisors, LLC Newport Beach, CA Jan 2012 - Current 12
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2011
Contact Info for Derek T. Newcomer
Phone Number: 949-718-1600
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    23,246
    MILLIONS
  • Total Number of Accounts
    42,223
    ACCOUNTS
  • Average Account Value
    $550,547
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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