Financial ADVSR advisor directory · SEC adviser records
Centura Wealth Advisory financial advisors in California
Every SEC-registered investment adviser representative at a Centura Wealth Advisory office in California, by city and A to Z.
The short answer
16 registered advisors work at Centura Wealth Advisory in California, out of 17 nationwide; it's the firm's number 1 state by advisors, and the most are in San Diego (16). 5 list the CFP designation and 0 are also registered broker representatives.
Centura Wealth Advisory advisors by city in California
Every firm in California →Centura Wealth Advisory advisors in California, A to Z
Search by name →- Margaret O. BridgesSan Diego
- Cade B. BuchananSan Diego
- Matthew J. CayelliSan Diego
- Sean K. ClarkSan Diego
- Curtis W. CustardSan Diego · Chartered Financial Analyst
- Lyndsay DaviesMurrieta
- Matthew R. GriffithSan Diego · Certified Financial Planner
- Samantha D. LawrenceSan Diego · Certified Financial Planner
- David MartinezSan Diego
- Derek C. MyronSan Diego · Certified Financial Planner
- Zoe RubendallSan Diego
- Rachel S. SelfSan Diego
- Jacob R. ShiffrinSan Diego · Certified Financial Planner
- Justin SimmonsSan Diego · Certified Financial Planner
- Peter S. StaabSan Diego
- Luca N. Vivan De QueirozSan Diego
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Questions
How many Centura Wealth Advisory financial advisors are in California?
16 investment adviser representatives are registered at Centura Wealth Advisory offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 17 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Centura Wealth Advisory have the most advisors?
San Diego, with 16. Centura Wealth Advisory has advisors in 1 city in California.
How do I check a Centura Wealth Advisory advisor in California?
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.