linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

David Martinez

Centura Wealth Advisory

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you David? Claim Your Profile

About David Martinez

David Martinez is a financial advisor with Centura Wealth Advisory. David has been working in the financial industry since January 2011. He has a Series 7, 63, and 65 license and a Series 7TO. He is registered with the state of California. David is a specialist in retirement planning, portfolio management for individuals, and selection of other advisors. David Martinez is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

David Martinez 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

David Martinez’s Registration & Firm History

CA

05/25/2022 - Present

Centura Wealth Advisory (SAN DIEGO CA)

CA

03/07/2022 - 06/15/2022

FSC SECURITIES CORPORATION (SAN DIEGO CA)

Not sure if David Martinez is right for you?

Licenses & Designations

BC

Issued 03/28/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/16/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 01/05/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Martinez.
Not sure if David Martinez is right for you?