ADVISOR BIO

Derek John Chaffin is an investment advisor representative for Wells Fargo Clearing Services, LLC. He joined the firm in 2015 and holds licenses with the state of California for both broker-dealer and investment advisor activities. Prior to his current role, Derek held positions with Morgan Stanley and TD Ameritrade. Derek has a strong background in the financial services industry, having over 20 years of experience in the sector.

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ADVISOR BIO

Derek Ryan Moe is a financial advisor with LPL Financial LLC, a firm with over $50 billion in assets under management. Derek has been in the industry since 2015, focusing on providing financial planning and portfolio management services to individuals and businesses. Derek has a strong track record of success in helping clients achieve their financial goals.

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ADVISOR BIO

Derek 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.

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ADVISOR BIO

Derek Marquis is a financial advisor who has been in the industry since 1990. He is currently registered with Raymond James Financial Services Advisors, Inc. and has previously worked for several other firms including Raymond James & Associates, Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, Paine Webber Incorporated, and Dean Witter Reynolds Inc. Derek holds several professional designations, including Certified Financial Planner. Derek specializes in working with individuals, corporations, insurance companies, pension and profit-sharing plans, charitable organizations, and banking or thrift institutions. He offers a variety of financial planning and investment advisory services including portfolio management, financial planning, pension consulting, and educational seminars.

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ADVISOR BIO

Derek McDougall is a financial advisor at Oneamerica Securities, Inc. Derek McDougall has been in the industry since December 2007. Derek McDougall is registered with both the state of California and the state of Arizona and has a license for series 66, Series 7 and Series 24. Derek McDougall offers portfolio management for businesses and individuals, financial planning, and pension consulting.

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ADVISOR BIO

Derek Royce Hofeling is a financial advisor with LPL Financial LLC. Derek has been working in the financial services industry since 2017. Derek is registered with the state of California as both a Broker and an Investment Advisor Representative. Derek holds the Series 4, Series 7, Series 24, Series 63, and Series 65 licenses. Derek also holds the SIE designation.

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ADVISOR BIO

Derek Bouskos is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Derek has been in the industry since February 13, 2019, and is licensed in multiple states. Derek holds the Series 7, Series 66 and SIE licenses. Derek specializes in providing investment advice to individuals, corporations, and other businesses. Derek is also registered as an Investment Advisor Representative with the state of California. Derek is committed to providing clients with personalized financial advice and guidance to help them achieve their investment goals.

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ADVISOR BIO

Derek Christopher Mohr is a financial professional with over 5 years of experience in the industry. Derek is currently registered with J.P. Morgan Securities LLC and holds the Series 6, SIE and Series 63 licenses. Derek's areas of expertise include investment company products, variable contracts, and securities. Derek is also registered to provide financial services in California.

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ADVISOR BIO

Derek Angelo Butler is a financial advisor registered with LPL Financial LLC in Woodland Hills, California. Derek has been in the financial services industry since 2000. Derek has experience with WADDELL & REED, AVANTAX INVESTMENT SERVICES, INC., ALLSTATE FINANCIAL SERVICES, LLC, EQUITY SERVICES, INC., and MORGAN STANLEY DW INC. Derek also holds Series 7, 63, and 65 licenses.

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ADVISOR BIO

Derek Myron is a financial advisor with Centura Wealth Advisory in San Diego, California. Derek has been in the industry since 1998 and has experience working with a variety of clients, including individuals, families, businesses, and trusts. Derek holds the Series 6, 7, 24, and 63 licenses and is also a Certified Financial Planner. Derek is passionate about helping his clients achieve their financial goals, and he takes a personalized approach to financial planning. He is committed to providing his clients with the highest level of service and expertise.

SPECIALIZATIONS