Derek Bergfeld

Derek Bergfeld

Wealth Manager
Irvine, California, United States

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Work Experience

LPL Financial

Wealth Manager

2021-02-01 - Present

First Republic Private Wealth Management

Client Service Associate

2018-06-01 - 2020-09-01

Irvine BMW

Service Consultant

2007-06-01 - 2018-05-01

Skills

independent broker dealer institution services ria independent advisors custom clearing services financial services

Languages

English