Parshad Kirpal Singh
Investment adviser representative at Centura Wealth Advisory
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Centura Wealth AdvisoryNov 2025 to now
- Ccg Wealth Management LLCNov 2025 to now
- Moneta Group Investment Advisors, LLCAug 2025 to Sep 2025
- Mercer Global Advisors Inc.Nov 2023 to Jul 2025
- Singh Advisory, LLCMar 2022 to Jun 2024
- Financial Steward Associates, LLCOct 2015 to Jan 2018
- LPL Financial LLCMay 2014 to Dec 2023
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (CO).
Centura Wealth Advisory
Legal name: Ccg Wealth Management, LLC
$1.2BAssets managed
588Clients
18Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5060945
- Firm CRD
- 296985