Charles Downey, financial advisor Marlborough MA

Charles Downey

CRD Number: 4348422
Current Firm: Centaurus Financial, Inc.

Charles Downey (CRD# 4348422) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Marlborough, MA and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial, Inc. Anaheim, CA May 2018 - Current 1
Downey Insurance Agency, Inc. Marlborough, MA Jun 1997 - Current 22
Lincoln Financial Advisors Corp Marlborough, MA Jan 2004 - Apr 2018 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2002
Contact Info for Charles I. Downey
Phone Number: 714-456-1790
Registered State(s):
  • FL
  • MA
By the Numbers
  • Total Assets Under Management
    2,266
    MILLIONS
  • Total Number of Accounts
    11,933
    ACCOUNTS
  • Average Account Value
    $189,911
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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