Raleigh Brooks Watson

Centura Wealth Advisory

30 Years of Experience

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.

Employment History

Current Registrations

Centura Wealth Advisory

September 2024 - Present · 1 yr 5 mos

Previous Registrations

Sanford C. Bernstein & CO., LLCBroker

May 2017 - December 2022 · 5 yrs 7 mos

Alliancebernstein L.P.

May 2015 - August 2024 · 9 yrs 3 mos

Alliancebernstein Investments, INC.Broker

May 2015 - August 2024 · 9 yrs 3 mos

Northern Lights Distributors, LLCBroker

October 2014 - March 2015 · 5 mos

Wellesley Investment Advisors, INC.

August 2014 - March 2015 · 7 mos

Cole Capital CorporationBroker

October 2011 - October 2013 · 2 yrs

Fidelity Investments Institutional Services Company, INC.Broker

July 2000 - September 2011 · 11 yrs 2 mos

T. Rowe Price Investment Services, INC.Broker

July 1994 - June 2000 · 5 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.