linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Gregory Walter Klipstein

Centura Wealth Advisory

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

About Gregory Walter Klipstein

Gregory Klipstein is an Investment Advisor Representative at Centura Wealth Advisory. Gregory has been working in the financial services industry since 2008. Gregory has experience working with a wide range of clients, including high-net-worth individuals, corporations, and trusts. Gregory is also a Certified Financial Planner. The firm provides a variety of financial services, including financial planning, portfolio management, and pension consulting. The firm's office is located in San Diego, California.

Firm Information

Gregory Klipstein 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.

Gregory Klipstein’s Registration & Firm History

NJ

03/26/2024 - Present

Centura Wealth Advisory (Williamstown NJ)

PA

03/29/2016 - 09/18/2020

TD PRIVATE CLIENT WEALTH LLC (PHILADELPHIA PA)

NJ

02/14/2008 - 06/02/2011

LINCOLN FINANCIAL ADVISORS CORPORATION (CHERRY HILL NJ)

Not sure if Gregory Walter Klipstein is right for you?

Licenses & Designations

BOTH

Issued 04/19/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/29/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Walter Klipstein.
Not sure if Gregory Walter Klipstein is right for you?