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Diana Theresa Labruna

J.derek Lewis & Associates, Inc.

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About Diana Theresa Labruna

Diana Labruna is a financial advisor with J. Derek Lewis & Associates, Inc., an investment advisory firm based in Newport Beach, California. Diana is registered with the state of California as an Investment Advisor Representative. Diana has a Series 63, Series 65 and SIE licenses. Diana's focus is on financial planning, pension consulting and portfolio management for both individuals and businesses. Diana has experience working with a variety of client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Diana is committed to providing her clients with personalized financial advice and guidance. Diana's experience includes working with The Siegfried Group, LLP, PKS Investments, and 49 Wealth Management.

Firm Information

Diana Labruna is currently registered with J.derek Lewis & Associates, Inc.. J.derek Lewis & Associates, Inc. is an investment advisor headquartered in Newport Beach, CA. The firm provides investment advisory services to individuals, high-net-worth individuals, corporations, charitable organizations, pension and profit sharing plans, other investment advisers, and individuals other than high-net-worth individuals. The firm has approximately $1.78 billion in regulatory assets under management.
J.derek Lewis & Associates, Inc.

1001 DOVE STREET

NEWPORT BEACH, CA 92660-2820

$1.78B

Assets Under Management

Not reported

Total Clients

10

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Diana Labruna’s Registration & Firm History

CA

04/04/2024 - Present

J.derek Lewis & Associates, Inc. (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 04/03/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diana Theresa Labruna.
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