Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Paul Nunn is a financial advisor with Centura Wealth Advisory. Joshua Nunn has been a registered representative since August 2018. Joshua Nunn has Series 7, SIE and Series 66 licenses and is a Chartered Financial Consultant. The advisor currently has 1 registration, is registered in California and has been with Centura Wealth Advisory since May 2023. Prior to Centura Wealth Advisory, Joshua Nunn was with Financial Sense Securities, Inc. from August 2018 to April 2023. Centura Wealth Advisory has 17 investment advisor representatives, 14 licensed agents, and a total of 20 investment advisory functions. The firm has approximately 642,975,493 in assets under management. Centura Wealth Advisory primarily provides financial planning and portfolio management services to high net worth individuals, individuals other than high net worth, corporations or other businesses, and pension and profit sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
05/11/2023 - Present
Centura Wealth Advisory (SAN DIEGO CA)
CA
08/20/2018 - 04/21/2023
FINANCIAL SENSE SECURITIES, INC. (SAN DIEGO CA)
BOTH
Issued 11/20/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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