TrueAdvisor
TrueAdvisor
RS
RS

Rachel Sierra Self

Centura Wealth Advisory
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningBusiness OwnersInvestment Management
Centura Wealth Advisory
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

Location

12255 El Camino Real, Suite 125, San Diego, CA, 92130

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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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Employment History
Current Registrations
Centura Wealth Advisory
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, LLC
April 2021 - November 2021 · 7 mos
Ameriprise Financial Services, LLCBroker
August 2020 - November 2021 · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.