Andrew Davies
Andrew Davies is a CFP-designated registered investment advisor at Centura Wealth Advisory, based in Murrieta, CA, with 27 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 588 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual management fee is up to 1.25% of assets under management. Fees may be negotiable based on factors such as anticipated future assets, account composition, and pre-existing relationships.
Fee Estimator
Location
41391 Kalmia Street, Suite 130, Murrieta, CA, 92562
Get directionsHistory
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.
Exams
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