Advisor at Centura Wealth Advisory
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Firm
Centura Wealth Advisory
Location
San Diego, CA 92130
Credentials
CFP®
Industry experience
3 years
Samantha Lawrence is a CFP® professional with three years of industry experience, currently with Centura Wealth Advisory. She previously worked at CCG Wealth Management, LLC, Velocity Commercial Mortgage, and Anderson Jewelers. Centura Wealth Advisory serves a diverse client base including individuals, retirement plans, trusts, and charitable organizations, offering financial planning, investment management, and retirement plan advisory services. The firm employs a customized portfolio approach using mutual funds, ETFs, alternative investments, and independent managers, managing approximately $769 million in regulatory assets.
Based on Centura Wealth Advisory
Based on Centura Wealth Advisory
Based on Centura Wealth Advisory
Fixed fees up to $250,000 for financial planning and consulting services
$0+: up to 1.25% annually for investment management services $0+: up to 1.25% annually for retirement plan advisory services
Certain Supervised Persons offer insurance products on commission basis separately
Hourly consulting fees from $170 to $1,170 depending on the scope and complexity
Account minimum: $2,000,000 Fee-only: Financial planning and consulting fees on fixed and hourly basis; fixed fees up to $250,000, hourly fees range from $170 to $1,170 depending on scope and professional
12255 El Camino Real, Suite 125
San Diego, CA 92130
California
CCG Wealth Management, LLC
2022 - Present (4 years)
CCG Wealth Management, LLC
2020 - 2021 (1 year)
CCG Wealth Management, LLC
2018 - 2020 (2 years)
Velocity Commercial Mortgage
2018 - 2018 (1 year)
San Diego State University
2018 - 2018 (1 year)
Anderson Jewelers
2015 - 2018 (3 years)
Moorpark High School
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Verified by Warmer
Series 7, Series 66
La Mesa, CA
OSAIC
Grant Knox has been a Financial Advisor since 1994 and holds the following registrations and licenses: General Securities, California Life and Health Insurance, and California Real Estate and Mortgage Lending. A Southern California native, Grant excels at strategies for financial health and wealth that are attainable and effective. He is passionate about helping others achieve financial success and exceed their goals. He is a certified Kingdom Advisor, able to offer counsel on the integration of a Biblical worldview into financial practices. He holds the Certified Plan Fiduciary Designation (CPFA), designating expertise in company retirement plans. He holds a Bachelors degree from Evangel University and a D.Min. from Summit Bible College. Grant lives in La Mesa with his wife, Nicole and their son Noah. He loves to travel, active in his church, is a voracious reader and an avid soccer fan, having played on and managed recreational soccer teams for over 30 years.
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