Centric Advisors, LLC
Centric Advisors, LLC (CRD# 282477) is a financial advisory firm headquartered in Cypress, TX. They manage $177,976,653 in 917 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management178MILLION
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Total Number of Accounts917ACCOUNTS
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Average Account Value$194,086
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, ME, TX, VT
Lindy Chan (CRD# 5494291) is an Investment Advisor Representative working at Centric Advisors, LLC in Mountain View, CA and has over 15 years of experience in the finance industry.
Victoria Cooper (CRD# 4829878) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 5 years of experience in the finance industry.
Bently Ford (CRD# 2891606) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 26 years of experience in the finance industry.
Eric Lian (CRD# 6724369) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 6 years of experience in the finance industry.
Zachary Majors (CRD# 5764906) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 14 years of experience in the finance industry.
Ward Molen (CRD# 1323445) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 19 years of experience in the finance industry.
Oscar Mondragon (CRD# 6134876) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 11 years of experience in the finance industry.
Gary Wurl (CRD# 2243508) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 31 years of experience in the finance industry.
Joseph Ingram (CRD# 6863224) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 6 years of experience in the finance industry.