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Derek Bruton brings aboard two advisors seeking big back office after founder of their RIA, UHNW Kinko's founder, moves on

The former LPL executive's roll-up effort absorbs accounts of West Coast Asset Management, after it had challenges as a stand-alone RIA

Author Brooke Southall October 6, 2014 at 8:59 PM
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Paul Orfalea founded West Coast Asset Management when he sold Kinko's but left two years ago.

Derek Bruton

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Lucia Capital

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Paul Orfalea

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Atticus Lowe

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Lance Helfert



Related Moves

January 6, 2022 at 6:21 PM

Three months after Larry Roth's SPAC steps in, Derek Bruton steps down as Kingswood US CEO and eyes next move in July with no Kingswood successor in sight

The former LPLer's three-year stint began with Chalice in San Diego and ended with lead role in a British roll-up later swallowed by an investment firm headed by former Cetera CEO Roth.

March 30, 2021 at 8:00 PM

Derek Bruton rides again as CEO of Chalice Wealth Partners IBD and RIA, after Kingswood acquisition splits units from the services outsourcer

The dynamic duo of Keith Gregg and Derek Bruton has split into solo acts -- with Bruton joining British roll-up arrivistes, Kingswood. But there's no hard feelings, say the pair.

January 21, 2020 at 7:52 PM


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