Centered Financial

Centered Financial (CRD# 304535) is a financial advisory firm headquartered in Carlsbad, CA. They manage $50,164,848 in 148 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
701 Palomar Airport Road, Suite 300, Carlsbad, CA 92011
https://www.youtube.com/ ©centeredfinancial
By the Numbers
  • Total Assets Under Management
    50
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $338,952
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX, UT

Financial Advisors at Centered Financial
Showing 1 - 2 of 2 top financial advisors.
1
Timothy Lackey, financial advisor Carlsbad CA
Timothy J. Lackey
CRD#: 4538907
701 Palomar Airport Road, Suite 300, Carlsbad, CA 92011

Timothy Lackey (CRD# 4538907) is an Investment Advisor Representative working at Centered Financial in Carlsbad, CA and has over 21 years of experience in the finance industry.

2
Jeran Van Alfen, financial advisor Carlsbad CA
Jeran S. Van Alfen
CRD#: 4800106
701 Palomar Airport Road, Suite 300, Carlsbad, CA 92011

Jeran Van Alfen (CRD# 4800106) is an Investment Advisor Representative working at Centered Financial in Carlsbad, CA and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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