Rachel
Self
Centura Wealth Advisory
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About this Advisor
Rachel Self is a financial advisor operating out of San Diego, California with a total of 2 years of relevant experience. Self is an employee of Centura Wealth Advisory. Their career trajectory has included roles at Ameriprise Financial Services, LLC, A Plus Review, Lulu'S Pet Grooming, Lucey Family, Czech University Of Life Sciences, San Diego State University, Eagle Fitness, Aeropostale, Reno High School and Centura Wealth Advisory. Self has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in California. Centura Wealth Advisory is an advisory business operating out of San Diego, CA. It has offices in four locations and a total of 34 advisors. It has $665 million in assets across its 1,546 customer accounts, placing it among the bigger financial advisory firms in the nation by assets under management. Of its 1,546 client accounts, 31% belong to high-net-worth clients who have more than $1 million in assets. The business offers 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 management fee schedules typically are based on which services the firm provides the client. Fee types billed by Centura Wealth Advisory most 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
Rachel Self Work History
Rachel has been registered as a financial advisor for 2 years.*
Centura Wealth Advisory
Ameriprise Financial Services, LLC
A Plus Review
Lulu'S Pet Grooming
Lucey Family
Czech University Of Life Sciences
Lulu'S Pet Grooming
Lucey Family
Lulu'S Pet Grooming
San Diego State University
Eagle Fitness
Aeropostale
Reno High School
*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 Rachel Self 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
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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