Samantha Drew Lawrence
Investment adviser representative at Centura Wealth Advisory
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.2BFirm assets
Are you Samantha Drew Lawrence? Claim your profile
Contact this firm
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 AdvisoryMay 2022 to now
- Ccg Wealth Management, LLCJan 2022 to now
- Ccg Wealth Management, LLCJun 2020 to Dec 2021
- Ccg Wealth Management, LLCOct 2018 to May 2020
- Velocity Commercial MortgageJun 2018 to Aug 2018
- San Diego State UniversityJan 2018 to Sep 2018
- Anderson JewelersAug 2015 to Aug 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7561765
- Firm CRD
- 296985