Centura Wealth Advisory
Centura Wealth Advisory (CRD# 296985) is a financial advisory firm headquartered in San Diego, CA. They manage $642,975,493 in 1,425 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management643MILLION
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Total Number of Accounts1,425ACCOUNTS
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Average Account Value$451,211
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, FL, IL, MA, MI, MN, NH, NJ, NV, NY, OH, TX, VA, WA
Sean Clark (CRD# 5164326) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has over 17 years of experience in the finance industry.
Jonathan Freeman (CRD# 6995923) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has over 5 years of experience in the finance industry.
Matthew Griffith (CRD# 4281245) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has over 23 years of experience in the finance industry.
Brett Hughes (CRD# 5560957) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has over 15 years of experience in the finance industry.
Roby Kotcamp (CRD# 5991359) is an Investment Advisor Representative working at Centura Wealth Advisory in Scottsdale, AZ and has 1 year of experience in the finance industry.
Kyle Malmstrom (CRD# 2880036) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has over 19 years of experience in the finance industry.
Derek Myron (CRD# 3125998) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has over 25 years of experience in the finance industry.
Nathan Truax (CRD# 3203882) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has over 24 years of experience in the finance industry.
Samantha Lawrence (CRD# 7561765) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has 1 year of experience in the finance industry.
David Martinez (CRD# 6832824) is an Investment Advisor Representative working at Centura Wealth Advisory in San Diego, CA and has over 2 years of experience in the finance industry.