Centaurus Financial, Inc.

Centaurus Financial, Inc. (CRD# 30833) is a financial advisory firm headquartered in Anaheim, CA. They manage $5,212,001,329 in 30,814 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    5,212
    MILLION
  • 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
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Centaurus Financial, Inc.
Showing 1 - 10 of 416 top financial advisors.
1
John G. Adams
CRD#: 4410751
162 E. Hayden Ave., Hayden, ID 83835

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.

2
David W. Andersen
CRD#: 2474495
162 E. Hayden Ave., Hayden, ID 83835

David Andersen (CRD# 2474495) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Hayden, ID and has over 29 years of experience in the finance industry.

3
James M. Appel
CRD#: 6445389
3902 State Street, Suite #101, 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 8 years of experience in the finance industry.

4
Gordon H. Asahara
CRD#: 4508100
745 Fort Street, Suite #2121, Honolulu, HI 96813

Gordon Asahara (CRD# 4508100) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Honolulu, HI and has over 22 years of experience in the finance industry.

5
Anissa M. Attard
CRD#: 4265671
2300 E. Katella Avenue, Suite #200, Anaheim, CA 92806

Anissa Attard (CRD# 4265671) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Anaheim, CA and has over 23 years of experience in the finance industry.

6
Marco B. Azizi
CRD#: 2154719
99 S. Almaden Blvd., Suite 600, San Jose, CA 95113

Marco Azizi (CRD# 2154719) is an Investment Advisor Representative working at Centaurus Financial, Inc. in San Jose, CA and has over 32 years of experience in the finance industry.

7
Michael S. Bagocus
CRD#: 1484895
North Hills, CA

Michael Bagocus (CRD# 1484895) is an Investment Advisor Representative working at Centaurus Financial, Inc. in North Hills, CA and has over 37 years of experience in the finance industry.

8
Jacob G. Bales
CRD#: 6222642
729 Thimble Shoals Blvd., Suite 1e, 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 9 years of experience in the finance industry. Jacob Bales 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.

9
James A. Bales
CRD#: 2542261
729 Thimble Shoals Blvd., Suite 1e, 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 29 years of experience in the finance industry.

10
Peter L. Barchetti
CRD#: 1222883
470 Morgantown Street, Uniontown, PA 15401

Peter Barchetti (CRD# 1222883) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Uniontown, PA and has over 40 years of experience in the finance industry.

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