Samantha
Lawrence
Centura Wealth Advisory
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About this Advisor
Samantha Lawrence is a certified financial planner working out of San Diego, California who has 1 year of industry experience. Lawrence currently works for Centura Wealth Advisory. During their career, the advisor has held roles at Ccg Wealth Management, LLC, Velocity Commercial Mortgage, San Diego State University, Anderson Jewelers and Moorpark High School. Lawrence is approved to advise clients in California. Centura Wealth Advisory is a company operating out of San Diego, CA. The company has offices in four locations and a total of 34 employees. It controls $665 million in assets across its 1,546 accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 1,546 accounts, 31% belong to high-net-worth individuals who have more than $1 million in investable assets. The business performs a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely are based on which services the firm provides the client. However, fees billed by Centura Wealth Advisory most likely include any combination 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
Samantha Lawrence Work History
Samantha has been registered as a financial advisor for 1 years.*
Ccg Wealth Management, LLC
Ccg Wealth Management, LLC
Ccg Wealth Management, LLC
Velocity Commercial Mortgage
San Diego State University
Anderson Jewelers
Moorpark 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 Samantha Lawrence 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.
