Derek Myron (CRD# 3125998) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has over 25 years of experience in the finance industry. Derek Myron has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
Company Name | Location | Dates | Years |
---|---|---|---|
Ccg Wealth Management, Llc (dba Centura Wealth Advisory) | San Diego, CA | Jun 2018 - Current | 5 |
Ccg Insurance Services, Llc (dba Centura Insurance Solutions) | San Diego, CA | Jan 2016 - Current | 8 |
Ccg Wealth Management, Llc (dba Centura Wealth Advisory) | San Diego, CA | Jan 2016 - Current | 8 |
Dw Advisors Llc (dba Ccg Advisors) | San Diego, CA | Mar 2018 - Nov 2018 | < 1 |
Dw Advisors Llc (dba Ccg Advisors) | San Diego, CA | Mar 2015 - Dec 2017 | 2 |
Sabbatical | Solana Beach, CA | Aug 2014 - Mar 2015 | < 1 |
Centara Capital Management Group, Inc. | San Diego, CA | Apr 2001 - Aug 2014 | 13 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 1998 |
S65 | NASAA Investment Advisors Law Examination | Feb 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
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Total Assets Under Management643MILLIONS
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Total Number of Accounts1,425ACCOUNTS
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Average Account Value$451,211
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