Financial ADVSR advisor directory · SEC adviser records
Centura Wealth Advisory financial advisors in San Diego, CA
Every SEC-registered investment adviser representative at a Centura Wealth Advisory office in San Diego, A to Z.
The short answer
16 registered advisors work at Centura Wealth Advisory in San Diego, out of 17 at the firm nationwide; it ranks number 37 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
Centura Wealth Advisory advisors in San Diego, A to Z
Every Centura Wealth Advisory advisor →- Margaret O. BridgesInvestment adviser rep
- Cade B. BuchananInvestment adviser rep
- Matthew J. CayelliInvestment adviser rep
- Sean K. ClarkInvestment adviser rep
- Curtis W. CustardChartered Financial Analyst
- Lyndsay DaviesInvestment adviser rep
- Matthew R. GriffithCertified Financial Planner
- Samantha D. LawrenceCertified Financial Planner
- David MartinezInvestment adviser rep
- Derek C. MyronCertified Financial Planner
- Zoe RubendallInvestment adviser rep
- Rachel S. SelfInvestment adviser rep
- Jacob R. ShiffrinCertified Financial Planner
- Justin SimmonsCertified Financial Planner
- Peter S. StaabInvestment adviser rep
- Luca N. Vivan De QueirozInvestment adviser rep
Centura Wealth Advisory advisors in every city and state →Centura Wealth Advisory: assets, clients and custodians →Advisor Moves: who changed firms this week →
Centura Wealth Advisory advisors in other cities
Other firms in San Diego
All San Diego advisors →LPL Financial LLC 743Wells Fargo Clearing Services, LLC 170Morgan Stanley 150Merrill Lynch, Pierce, Fenner & Smith Incorporated 131UBS Financial Services Inc. 121Strategic Advisers LLC 112Cetera Investment Advisers LLC 107J.P. Morgan Securities LLC 105Park Avenue Securities LLC 71Independent Financial Group, LLC 68Commonwealth Financial Network 62Madison Avenue Securities, LLC 60
Questions
How many financial advisors does Centura Wealth Advisory have in San Diego?
16 investment adviser representatives are registered at Centura Wealth Advisory offices in San Diego, California, according to the SEC's Investment Adviser Public Disclosure records, out of 17 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is Centura Wealth Advisory one of the largest advisor employers in San Diego?
Centura Wealth Advisory ranks number 37 in San Diego by registered advisors; LPL Financial LLC has the most, with 743.
How do I check a Centura Wealth Advisory advisor in San Diego?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Centura Wealth Advisory office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.