Marco Azizi, financial advisor San Jose CA

Marco Azizi

CRD Number: 2154719
Current Firm: Centaurus Financial, Inc.

Marco Azizi (CRD# 2154719) is an Investment Advisor Representative working at Centaurus Financial, Inc. in San Jose, CA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Finaical, Inc. Anaheim, CA Jul 2016 - Current 7
Summit Brokerage Services Inc. San Jose, CA Sep 2015 - Current 8
J P Turner & Company Capital Management, LLC San Jose, CA Oct 2007 - Current 16
Jp Turner And Company San Jose, CA Mar 2002 - Current 22
Cetera Investment Advisors San Jose, CA Oct 2015 - Jul 2016 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1991
S66 NASAA Uniform Combined State Law Examination Sep 2007
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Marco B. Azizi
Phone Number: 714-456-1790
Registered State(s):
  • CA
  • FL
By the Numbers
  • Total Assets Under Management
    5,212
    MILLIONS
  • Total Number of Accounts
    30,814
    ACCOUNTS
  • Average Account Value
    $169,144
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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