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Sean Kelley Clark

Centura Wealth Advisory

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About Sean Kelley Clark

Sean Kelley Clark is a financial advisor with Centura Wealth Advisory located in SAN DIEGO, CA. Sean is registered with the state of California and has been in the financial industry since 2006. Sean is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7 and Series 66 securities licenses and Series 65 Investment Advisor Representative license. Sean has experience in portfolio management for individuals and businesses, as well as financial planning and pension consulting.

Firm Information

Sean Clark 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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Sean Clark’s Registration & Firm History

CA

03/01/2019 - Present

Centura Wealth Advisory (SAN DIEGO CA)

CA

07/24/2008 - 07/16/2012

FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)

SC

08/29/2006 - 07/11/2008

AXA ADVISORS, LLC (GREENVILLE SC)

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Licenses & Designations

IA

Issued 03/01/2019

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 09/13/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/28/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Sean Kelley Clark.
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