David
Martinez
Centura Wealth Advisory
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About this Advisor
David Martinez is a financial advisor based in San Diego, California, working with Centura Wealth Advisory. David has previously held positions as a student, at Balfour Beatty, The Retirement Group LLC, Fsc Securities Corporation, and Ccg Wealth Management LLC. David has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California. Currently, David 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
David Martinez Work History
Ccg Wealth Management LLC
Fsc Securities Corporation
The Retirement Group LLC
Balfour Beatty
Student
Disclosures
Please visit the SEC profile of David Martinez 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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