TrueAdvisor
TrueAdvisor
DM
CFP
DM
CFP

Derek Clifford Myron

Centura Wealth Advisory
23 Years of Experience
3 DisclosuresSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management
Centura Wealth Advisory
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
547 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$769.1M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee

Location

12255 El Camino Real, Suite 125, San Diego, CA, 92130

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2011
Settled
Customer Dispute
August 2010
Closed-No Action
Employment Separation After Allegations
October 2000
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Derek is a managing member and insurance agent at CCG Insurance Services, LLC, spending about 10-20% of his time reviewing insurance coverages and advising clients. He is also the president of Centura Foundation, a non-profit, and a board member of Patential Holdings, a single-purpose entity focused on intellectual property liquidity, dedicating minimal time to each.

Employment History
Current Registrations
Centura Wealth Advisory
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Daniel Wealth Advisors
March 2018 - November 2018 · 8 mos
Daniel Wealth Advisors
March 2015 - December 2017 · 2 yrs 9 mos
Centara Capital Management Group, INC.
July 2002 - June 2014 · 11 yrs 11 mos
Financial West Investment Group, INC.
April 2001 - August 2004 · 3 yrs 4 mos
State Registrations3 states
CATXWA
Advisor
Exams
No exam information available for this advisor.