Justin Simmons
Investment adviser representative at Centura Wealth Advisory
10 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
10 years in the industry.
- Centura Wealth AdvisoryJul 2025 to now
- Ccg Wealth Management LLCJul 2025 to now
- Davies Financial Advisors, Inc.Nov 2017 to now
- Commonwealth Financial NetworkJan 2018 to Oct 2022
- Morgan StanleyMar 2017 to Oct 2017
- Commonwealth Financial NetworkJan 2017 to Mar 2017
- Davies Financial Advisors, Inc.Oct 2016 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5213817
- Firm CRD
- 296985