Andrew Davies is a CFP-designated registered investment advisor at Centura Wealth Advisory, based in Murrieta, CA, with 26 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 547 clients with $770M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centura Wealth Advisory offers investment management services for an annual fee based on the amount of assets managed. This fee can be up to 1.25%. The annual fee is calculated quarterly based on the market value of the assets. For certain client holdings, Centura may negotiate a different fee rate. Assets on the SEI platform that do not utilize investment strategies through SEI Sponsored Programs will be charged Centura's investment advisory fee, as well as a SEI platform fee of 0.05%, collected quarterly.
Location
41391 Kalmia Street, Suite 130, Murrieta, CA, 92562
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Andrew is involved in several business activities, including fixed insurance sales, being a member of an insurance sales producers group, and serving as President and Co-Owner of Davies Financial Advisors, Inc. He also owns Redstar Worldwide, Inc. and rental property in Murrieta, CA.
Employment History
Current Registrations
Centura Wealth Advisory
Davies Financial Advisors, INC.
Previous Registrations
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Allmerica Investments, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.