Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Derek? Claim Your ProfileDerek Thomas Newcomer is a financial advisor with Beacon Pointe Advisors, LLC, based in Newport Beach, CA. Derek has been in the financial industry since 2002 and has experience working at Royal Alliance Associates, Inc. Derek holds the Series 6 and Series 65 licenses and is a Chartered Financial Analyst. Derek specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles, as well as financial planning, pension consulting, educational seminars, and publication of periodicals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
12/19/2011 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
AZ
11/20/2002 - 08/12/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IA
Issued 12/16/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/19/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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