Steve Panter, financial advisor Eugene OR
83 score

Steve Panter

CRD Number: 1965890
Current Firm: Centaurus Financial, Inc.

Steve Panter (CRD# 1965890) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Eugene, OR and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Centaurus Financial Inc. Anaheim, CA Jul 2012 - Current 4
J P Turner & Company Capital Management, LLC Eugene, OR Jul 2007 - Jul 2012 5
Jp Turner And Company Eugene, OR Jun 2007 - Jul 2012 5
Brookstreet Securities Corporation Irvine, CA Aug 2005 - Jun 2007 1
Self - Panter Financial Services, Inc. Eugene, OR Jul 1986 - Jun 2007 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1989
S65 NASAA Investment Advisors Law Examination Oct 2005
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, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Steve W. Panter
Phone Number: 714-456-1790
Registered State(s):
  • AZ
  • OR
  • WA
  • CA
By the Numbers
  • Total Assets Under Management
    1,044
    MILLIONS
  • Total Number of Accounts
    5,454
    ACCOUNTS
  • Average Account Value
    $191,349
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)
  • Market timing services
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

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BADGES
83

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