Lyndsay Davies

DAVIES FINANCIAL ADVISORS

Murrieta, CA 92562

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CRD#: 6858931

Professional summary

Lyndsay Davies is a registered financial advisor currently at DAVIES FINANCIAL ADVISORS, INC. located in Murrieta, California and CENTURA WEALTH ADVISORY located in Murrieta, California.

Lyndsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Lyndsay has worked at 2 firms and has passed the Series 65 and SIE exams.

Question & Answer

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.

1) Evergreen Marketing Enterprises; Not investment-related; Temecula, CA 92591; Administrative and consulting business; CEO; 6/30/2021; 4 hours per month; 0 during trading hours; Provide consulting services as needed for clients 2) Licensed insurance agent; Not investment-related; Temecula, CA 92591; Insurance sales; Implementation of insurance recommendations; 10 hours per month, 0 during trading hours; Licensed insurance agent 3) On a temporary and transitional basis, Ms. Davies will be dually registered as an investment advisor representative with CCG Wealth Management LLC and Davies Financial Advisors, Inc. Ms. Davies is maintaining the dual Investment Advisor Representative registration as she works to transition clients to CCG Wealth Management LLC.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndsay Davies'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®

None

Experience

Current

June 26, 2023 - Present

DAVIES FINANCIAL ADVISORS, INC.

Office #1: 25109 Jefferson Ave Suite 205, Murrieta, CA 92562

RIA

CRD#: 139764

Murrieta, CA

Current

July 7, 2025 - Present

CENTURA WEALTH ADVISORY

Office #1: 25109 Jefferson Ave 205, Murrieta, CA 92562

RIA

CRD#: 296985

MURRIETA, CA

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

California
(6/26/2023)

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 65

Date: 5/20/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 9/3/2021

Securities Industry Essentials 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 (7/30/2025)

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.

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Lyndsay Davies

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lyndsay Davies's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVIES FINANCIAL ADVISORS, INC.

CENTURA WEALTH ADVISORY

Primary Firm SEC Registration

CENTURA WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 5/20/2023

SIE

Date: 9/3/2021

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

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