Richard Halpern, financial advisor Elmhurst IL

Richard Halpern

CRD Number: 706844
Current Firm: Centaurus Financial, Inc.

Richard Halpern (CRD# 706844) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Elmhurst, IL and has over 34 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Centaurus Financial, Inc. Orange, CA Jul 2000 - Current 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1987
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Richard C. Halpern
Phone Number: 714-456-1790
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,258
    MILLIONS
  • Total Number of Accounts
    24,655
    ACCOUNTS
  • Average Account Value
    $172,685
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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