Zoe Singh

CFP

Centura Wealth Advisory

6 Years of Experience

Sells Insurance

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.

Other Business ActivitiesSells Insurance

Zoe sells commission-based insurance products, dedicating about 10% of her time to this non-investment related activity.

Employment History

Current Registrations

Centura Wealth Advisory

August 2019 - Present · 6 yrs 6 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.