Christopher
Osmond
Centura Wealth Advisory
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About this Advisor
Christopher Osmond is a financial advisor based in San Diego, California, working with Centura Wealth Advisory. Christopher has previously held positions at Private Client Reserve Of Us Bank, Bmo Harris Bank, Lawing Financial, Prime Capital Investment Advisors, LLC, Dlp Capital, and Centura Wealth Advisory. Christopher has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Christopher is part of Centura Wealth Advisory, which operates out of San Diego, California. The firm has 4 offices and 39 employees. The firm manages assets totaling $643.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Centura Wealth Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centura Wealth Advisory Brokerage Details
$642,975,493
39
1,425
$451,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Christopher Osmond Work History
Centura Wealth Advisory
Centura Wealth Advisory
Dlp Capital
Lawing Financial
Prime Capital Investment Advisors, LLC
Prime Capital Investment Advisors, LLC
Bmo Harris Bank
Private Client Reserve Of Us Bank
Disclosures
Please visit the SEC profile of Christopher Osmond to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Centura Wealth Advisory
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Denver, CO
San Diego, CA
San Diego, CA
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