Centaurus Financial, Inc.

Centaurus Financial, Inc. (CRD# 30833) is a financial advisory firm headquartered in Anaheim, CA. They manage $2,266,210,690 in 11,933 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,266
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Centaurus Financial, Inc.
Showing 1 - 10 of 359 top financial advisors.
1
John G. Adams
CRD#: 4410751
Anaheim, CA 92806

John Adams (CRD# 4410751) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 17 years of experience in the finance industry. John Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
David W. Andersen
CRD#: 2474495
Anaheim, CA 92806

David Andersen (CRD# 2474495) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 25 years of experience in the finance industry.

3
Michelle E. Anthony
CRD#: 4512228
Tucson, AZ 85712

Michelle Anthony (CRD# 4512228) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Tucson, AZ and has over 16 years of experience in the finance industry.

4
James M. Appel
CRD#: 6445389
Santa Barbara, CA 93105

James Appel (CRD# 6445389) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Santa Barbara, CA and has over 4 years of experience in the finance industry.

5
Gordon H. Asahara
CRD#: 4508100
Honolulu, HI 96817

Gordon Asahara (CRD# 4508100) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Honolulu, HI and has over 17 years of experience in the finance industry.

6
Anissa M. Attard
CRD#: 4265671
Anaheim, CA 92806

Anissa Attard (CRD# 4265671) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 19 years of experience in the finance industry.

7
Marco B. Azizi
CRD#: 2154719
San Jose, CA 95125

Marco Azizi (CRD# 2154719) is an Investment Advisor Representative working at Centaurus Financial, Inc. in San Jose, CA and has over 28 years of experience in the finance industry.

8
James W. Baker
CRD#: 10764
Allentown, PA 18106

James Baker (CRD# 10764) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Allentown, PA and has over 32 years of experience in the finance industry.

9
Jacob G. Bales
CRD#: 6222642
Newport News, VA 23606

Jacob Bales (CRD# 6222642) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Newport News, VA and has over 5 years of experience in the finance industry.

10
James A. Bales
CRD#: 2542261
Newport News, VA 23606

James Bales (CRD# 2542261) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Newport News, VA and has over 25 years of experience in the finance industry.

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