Derek Clifford Myron
Investment adviser representative at Centura Wealth Advisory
3 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
3 years in the industry.
- Centura Wealth AdvisoryJun 2018 to now
- Ccg Insurance Services, LLC (dba Centura Insurance Solutions)Jan 2016 to now
- Ccg Wealth Management, LLC (dba Centura Wealth Advisory)Jan 2016 to now
- Dw Advisors LLC (dba Ccg Advisors)Mar 2018 to Nov 2018
- Dw Advisors LLC (dba Ccg Advisors)Mar 2015 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Centura Wealth Advisory
Legal name: Ccg Wealth Management, LLC
$1.2BAssets managed
588Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3125998
- Firm CRD
- 296985