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Joshua Paul Nunn

Investment adviser representative at Centura Wealth Advisory
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$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.

  1. Centura Wealth AdvisoryMay 2023 to now
  2. Ccg Wealth Management LLCMay 2023 to now
  3. Financial Sense Securities, Inc.Apr 2016 to Apr 2023

Designations

  • ChFC®

Exams passed

  • Series 66 · Uniform Combined State Law2018

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
6630938
Firm CRD
296985
Advisor's SEC record (opens in a new tab)
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