Parshad K. Singh

CENTURA WEALTH ADVISORY

DENVER, CO

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CRD#: 5060945

Professional summary

Parshad Kirpal Singh, CFP®, CIMA® is a registered financial advisor currently at CENTURA WEALTH ADVISORY located in Denver, Colorado.

Parshad is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Parshad has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Estate Planning

Investment Planning

Insurance Planning

Socially Responsible Investing

Social Security Planning

Education Planning

Retirement Planning

Tax Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parshad Kirpal Singh's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

CIMA^®

Certified Investment Management Analyst

Experience

Current

November 24, 2025 - Present

CENTURA WEALTH ADVISORY

RIA

CRD#: 296985

DENVER, CO

Past

August 8, 2025 - September 5, 2025

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA

CRD#: 104727

Denver, CO

Past

November 9, 2023 - July 16, 2025

MERCER GLOBAL ADVISORS INC.

RIA

CRD#: 147363

Denver, CO

Past

June 10, 2022 - June 28, 2024

SINGH ADVISORY, LLC

RIA

CRD#: 319516

DENVER, CO

Past

October 2, 2015 - January 19, 2018

FINANCIAL STEWARD ASSOCIATES, LLC

RIA

CRD#: 110594

Fort Collins, CO

Past

May 16, 2014 - September 29, 2022

LPL FINANCIAL LLC

RIA

CRD#: 6413

DENVER, CO

Past

May 16, 2014 - December 18, 2023

LPL FINANCIAL LLC

CRD#: 6413

DENVER, CO

Past

August 20, 2008 - May 19, 2014

EDWARD JONES

RIA

CRD#: 250

FT COLLINS, CO

Past

June 19, 2008 - May 19, 2014

EDWARD JONES

CRD#: 250

FT COLLINS, CO

Past

December 17, 2007 - June 23, 2008

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Colorado
(11/24/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/14/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/3/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/31/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/14/2007

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/14/2019

General Securities Principal Examination

Current Firm

CENTURA WEALTH ADVISORY

CCG WEALTH MANAGEMENT, LLC | CENTURA WEALTH ADVISORY

CRD#: 296985 / SEC#: 801-113284

RIA

Registered Investment Advisory firm - (5/23/2018 Approved)

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Contact information

Main Address

12255 El Camino Real Suite 125, San Diego, CA 92130

Mailing Address

Phone number

(858) 771-9500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CENTURA WEALTH ADVISORY DISCLOSURE BROCHURE (1/27/2026)

Regulatory assets under management

Total Number of Accounts	1,467
AUM (Assets Under Management)	$ 769,086,884

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Parshad K. Singh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Parshad Kirpal Singh's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONETA GROUP INVESTMENT ADVISORS, LLC

MERCER GLOBAL ADVISORS INC.

SINGH ADVISORY, LLC

FINANCIAL STEWARD ASSOCIATES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

JANUS HENDERSON DISTRIBUTORS US LLC

Primary Firm SEC Registration

CENTURA WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2008

Series 63

Date: 3/3/2008

SIE

Date: 10/1/2018

Series 7

Date: 7/31/2008

Series 6

Date: 12/14/2007

Series 24

Date: 3/14/2019

Current Firm

CENTURA WEALTH ADVISORY

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CENTURA WEALTH ADVISORY

TRUST BUT VERIFY

Contact information

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