linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Evan W Fitzpatrick

Centura Wealth Advisory

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

About Evan W Fitzpatrick

Evan Fitzpatrick is a financial advisor who has been working in the industry since 2013. Evan is currently registered with Centura Wealth Advisory. Evan has been licensed as a Registered Representative (RA) in Pennsylvania since July 2024. Evan's previous employers include OSAIC FA, INC., UBS Financial Services INC., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Evan holds several industry licenses and certifications, including the Series 66, SIE, and Series 7. Evan specializes in providing financial planning, portfolio management for individuals, and pension consulting services.

Firm Information

Evan Fitzpatrick 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.

Evan Fitzpatrick’s Registration & Firm History

CA

07/01/2024 - Present

Centura Wealth Advisory (SAN DIEGO CA)

PA

04/29/2022 - 07/12/2024

OSAIC FA, INC. (SEWICKLEY PA)

PA

06/01/2018 - 07/06/2020

UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)

PA

08/08/2013 - 05/29/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)

Not sure if Evan W Fitzpatrick is right for you?

Licenses & Designations

BOTH

Issued 09/12/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/08/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Evan W Fitzpatrick.
Not sure if Evan W Fitzpatrick is right for you?