PS
CFP
PS
CFP

Parshad Kirpal Singh

17 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
18 advisors
Number of Clients
547 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$769.1M

Fee Structure

Minimum Investment:$2M
Financial Planning:Included in AUM fee
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Location

1200 17th Street, Suite 500, Denver, CO, 80202

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Parshad is a licensed insurance agent in multiple states since 2008, working as an insurance producer. This activity requires minimal time.

Employment History
Current Registrations
Centura Wealth Advisory
November 2025 - Present · 3 mos
Previous Registrations
Moneta Group Investment Advisors, LLC
August 2025 - September 2025 · 1 mo
Mercer Global Advisors INC.
November 2023 - July 2025 · 1 yr 8 mos
Singh Advisory, LLC
June 2022 - June 2024 · 2 yrs
Financial Steward Associates, LLC
October 2015 - January 2018 · 2 yrs 3 mos
LPL Financial LLCBroker
May 2014 - December 2023 · 9 yrs 7 mos
LPL Financial LLC
May 2014 - September 2022 · 8 yrs 4 mos
Edward Jones
August 2008 - May 2014 · 5 yrs 9 mos
Edward JonesBroker
June 2008 - May 2014 · 5 yrs 11 mos
Janus Distributors LLCBroker
December 2007 - June 2008 · 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.