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Christopher Edward Osmond

Centura Wealth Advisory

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About Christopher Edward Osmond

Christopher Edward Osmond is a financial advisor with Centura Wealth Advisory. Christopher has been in the financial services industry since 2004 and has experience in various aspects of wealth management, including financial planning, portfolio management, and insurance. Christopher holds the Series 6, 7, and 63 licenses and is also a Certified Financial Planner. Christopher is passionate about helping clients achieve their financial goals and works diligently to provide personalized guidance and strategies tailored to each client's unique situation.

Firm Information

Christopher Osmond is currently registered with Centura Wealth Advisory. Centura Wealth Advisory is a San Diego, CA-based Registered Investment Advisor with over $642 million in regulatory assets under management. The firm offers a range of financial advisory services, including financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. Their clients include high-net-worth individuals, corporations, and other businesses, as well as pension and profit-sharing plans, and trusts. Centura Wealth Advisory has 14 licensed agents and 17 investment adviser representatives.
Centura Wealth Advisory

12255 EL CAMINO REAL

SAN DIEGO, CA 92130

$642.98M

Assets Under Management

13

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christopher Osmond’s Registration & Firm History

CA

03/21/2022 - Present

Centura Wealth Advisory (SAN DIEGO CA)

CO

07/15/2010 - 09/29/2011

NORTHERN TRUST SECURITIES, INC. (DENVER CO)

NY

08/26/2004 - 01/25/2006

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 08/30/2010

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2010

Series 7 - General Securities Representative Examination

BC

Issued 08/25/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Edward Osmond.
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