Matthew
Griffith
Centura Wealth Advisory
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About this Advisor
Matthew Griffith is a certified financial planner working out of San Diego, California with 4 years of industry experience. Griffith is currently employed by Centura Wealth Advisory. During their career, the advisor has held roles at Reilly Financial Advisors and Centura Wealth Advisory. Griffith has a Series 63 license, certifying them as a securities agent, and is registered to serve investors in California. Centura Wealth Advisory is a registered investment business that has its headquarters in San Diego, CA. The company has offices in four locations and a total of 34 advisors. It controls $665 million in assets between its 1,546 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 1,546 accounts, 31% are held by high-net-worth individuals who have at least $1 million in investable assets. Centura Wealth Advisory offers a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on which service is provided. However, fee types charged by Centura Wealth Advisory likely are comprised 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
Matthew Griffith Work History
Matthew has been registered as a financial advisor for 4 years.*
Centura Wealth Advisory
Reilly Financial Advisors
*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 Matthew Griffith 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
Denver, CO
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
San Diego, CA
Scottsdale, AZ
San Diego, CA
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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.
