John Adams, financial advisor Hayden ID

John Adams

CRD Number: 4410751
Current Firm: Centaurus Financial, Inc.

John Adams (CRD# 4410751) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Hayden, ID and has over 22 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.

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Professional Designations
Company Name Location Dates Years
Centaurus Financial, Inc. Orange, CA Jun 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2002
S66 NASAA Uniform Combined State Law Examination Jun 2011
Contact Info for John G. Adams
Phone Number: 714-456-1790
Registered State(s):
  • AL
  • AZ
  • CA
  • CT
  • FL
  • GA
  • ID
  • IN
  • KS
  • MS
  • NV
  • NY
  • ND
  • OR
  • RI
  • TX
  • UT
  • VA
  • WA
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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