Derek Elrod has been Managing Member of Bridgewealth Advisory Group since May 2018, is a control person of the firm and directly owns between 25% and 50% of it. Derek Elrod holds a Master in Business Administration from California State University Fresno and a Masters in Financial Planning & Taxation from Golden Gate University. Derek Elrod studied at Santa Clara University.
Bridgewealth Advisory Group, LLC is a Fresno, CA firm with $869M under management, 793 clients and 5 advisers in one office, as of its March 2026 filing.
Derek Elrod is a Partner at Bridgewealth Advisory Group. He has provided financial planning and investment management advice for more than 20 years. He is a former President of the Financial Planning Association of Central California and a past Board Member of the Financial Planning Association of California.
Derek Elrod’s longest registration was 14 years at RB Capital Management, LLC (2005–2020). Before joining Bridgewealth Advisory Group in 2018, Derek Elrod was registered through RB Capital Management, LLC.
- – present · 8 yearsFresno, CA · Adviser representative · Firm CRD 293514
- RB Capital Management, LLC– · 14 yearsFresno, CA · Adviser representative · Firm CRD 125678
Professional designations
Listed by Bridgewealth Advisory Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Derek Elrod is registered as an investment adviser representative in California, since July 2018.
- CaliforniaSince 5 July 2018
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 27 May 2004 |
| Series 7 | General Securities Representative Examination | 7 May 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Derek James Elrod
- CRD
- 4793202
- Firm
- Bridgewealth Advisory Group · CRD 293514
- Role
- Managing Member
- Office
- 986 West Alluvial Ave., Suite 101, Fresno, CA 93711
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2004
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- bridgewealth.com
Where does Derek Elrod work?
Derek Elrod has been Managing Member of Bridgewealth Advisory Group, LLC since May 2018, and is a control person of the firm.
Is Derek Elrod a financial advisor?
Yes. Derek Elrod has a current investment-adviser registration in California, through Bridgewealth Advisory Group since July 2018.
How many years of experience does Derek Elrod have?
Derek Elrod has 22 years in the financial industry, since May 2004, across 2 adviser firms.
What exams has Derek Elrod passed?
Derek Elrod has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2004. FINRA credited Derek Elrod with the SIE, which began in October 2018.
Where is Derek Elrod based?
Derek Elrod’s registered office is in Fresno, CA.
Is Derek Elrod registered with FINRA?
Yes. Derek Elrod has a current broker registration, under CRD 4793202.
Source: FINRA BrokerCheck
Is Derek Elrod a CFP?
Bridgewealth Advisory Group lists Derek Elrod with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Derek Elrod’s record?
Search CRD 4793202 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Derek Elrod’s full registration record.