Parshad Singh
Parshad Singh is a CFP-designated registered investment advisor at Centura Wealth Advisory, based in Denver, CO, with 18 years of industry experience. Parshad 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
Denver, CO
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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
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
Previous Registrations
Moneta Group Investment Advisors, LLC
Mercer Global Advisors INC.
Singh Advisory, LLC
Financial Steward Associates, LLC
LPL Financial LLCBroker
LPL Financial LLC
Edward Jones
Edward JonesBroker
Janus Distributors LLCBroker
State Registrations1 state
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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