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Derek James Elrod

Bridgewealth Advisory Group, LLC

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About Derek James Elrod

Derek James Elrod is a financial advisor at Bridgewealth Advisory Group, LLC, based in Fresno, CA. Derek has been in the financial services industry since 2004. Derek is a Certified Financial Planner (CFP®) and holds Series 66, 7 and SIE licenses. He specializes in providing financial planning and investment management services to individuals, families, and businesses. Derek is committed to providing personalized advice and guidance to help his clients achieve their financial goals.

Firm Information

Derek Elrod is currently registered with Bridgewealth Advisory Group, LLC. Bridgewealth Advisory Group, LLC is a registered investment advisor based in Fresno, CA. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and high-net-worth individuals. They also offer selection of other advisors. The firm has approximately $530,126,567 in regulatory assets under management.
Bridgewealth Advisory Group, LLC

986 WEST ALLUVIAL AVE.

FRESNO, CA 93711

$530.13M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derek Elrod’s Registration & Firm History

CA

07/25/2018 - Present

Bridgewealth Advisory Group, LLC (Fresno CA)

NJ

10/05/2004 - 05/03/2011

SLOAN SECURITIES CORP. (FORT LEE NJ)

FL

05/10/2004 - 10/06/2004

GUNNALLEN FINANCIAL, INC (TAMPA FL)

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Licenses & Designations

BOTH

Issued 05/27/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/07/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Derek James Elrod.
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