Christopher
Osmond
Centura Wealth Advisory
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About this Advisor
Christopher Osmond is a certified financial planner who works out of San Diego, California with 1 year of industry experience. Osmond is currently employed by Centura Wealth Advisory. Over the course of their career, Osmond has held roles at Private Client Reserve Of Us Bank, Bmo Harris Bank, Lawing Financial, Prime Capital Investment Advisors, LLC, Dlp Capital and Centura Wealth Advisory. Osmond has a Series 63 license, designating them as a securities broker, and is approved to serve investors in Florida. Centura Wealth Advisory is a financial advisory business based in San Diego, CA. The company has offices in four locations and a total of 34 financial advisors. It manages $665 million in assets between its 1,546 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 1,546 customer accounts, 31% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on the services provided. Fees billed by Centura Wealth Advisory likely are comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centura Wealth Advisory Brokerage Details
$665,248,588
34
1,546
$430,303
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
Christopher has been registered as a financial advisor for 1 years.*
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
Denver, CO
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
