Luca Nmn Vivan de queiroz
Investment adviser representative at Centura Wealth Advisory
10 yearsExperience
1 stateRegistered in
$1.2BFirm assets
8 yearsFirm in business
Are you Luca Nmn Vivan de queiroz? 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
10 years in the industry.
- Centura Wealth AdvisoryJun 2026 to now
- Ccg Wealth Management LLCJun 2026 to now
- Eiger Wealth Management, LLCJun 2025 to May 2026
- Ep Wealth AdvisorsFeb 2025 to May 2025
- Svx Tax ServicesMay 2024 to Aug 2024
- Leucadia PizzaSep 2023 to Nov 2025
- Pizza NovaMar 2022 to May 2023
- Point Loma Nazarene UniversityAug 2021 to May 2025
- UnemployedJul 2020 to Jul 2021
- StudentJun 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8179777
- Firm CRD
- 296985