Nicholas Saunders, financial advisor Marlton NJ

Nicholas Saunders

CRD Number: 863004
Current Firm: Centaurus Financial, Inc.

Nicholas Saunders (CRD# 863004) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Marlton, NJ and has over 37 years of experience in the finance industry.

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Lpl Financial LLC
Company Name Location Dates Years
Centaurus Financial Inc. Anaheim, CA Aug 2018 - Current 5
Cetera Investment Advisers LLC Schaumburg, IL Oct 2015 - Aug 2018 2
Summit Brokerage Services, Inc. Boca Raton, FL Sep 2015 - Aug 2018 2
Jp Turner And Co Marlton, NJ Dec 2005 - Nov 2015 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1986
S66 NASAA Uniform Combined State Law Examination Sep 2005
Contact Info for Nicholas F. Saunders
Phone Number: 714-456-1790
Registered State(s):
  • CT
  • FL
  • NJ
  • NY
  • PA
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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