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).

By the Numbers
  • Total Assets Under Management
    178
    MILLION
  • Total Number of Accounts
    917
    ACCOUNTS
  • Average Account Value
    $194,086
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, ME, TX, VT

Financial Advisors at Centric Advisors, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Lindy Chan
CRD#: 5494291
Mountain View, CA

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.

2
Victoria Cooper
CRD#: 4829878
12549 Louetta Road, Cypress, TX 77429

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.

3
Bently G. Ford
CRD#: 2891606
12549 Louetta Road, Cypress, TX 77429

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.

4
Eric G. Lian
CRD#: 6724369
12549 Louetta Road, Cypress, TX 77429

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.

5
Zachary T. Majors
CRD#: 5764906
12549 Louetta Road, Cypress, TX 77429

Zachary Majors (CRD# 5764906) is an Investment Advisor Representative working at Centric Advisors, LLC in Cypress, TX and has over 13 years of experience in the finance industry.

6
Ward W. Molen
CRD#: 1323445
12549 Louetta Road, Cypress, TX 77429

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.

7
Oscar R. Mondragon
CRD#: 6134876
12549 Louetta Road, Cypress, TX 77429

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.

8
Gary D. Wurl
CRD#: 2243508
12549 Louetta Road, Cypress, TX 77429

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.

9
Joseph R. Ingram
CRD#: 6863224
12549 Louetta Road, Cypress, TX 77429

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.

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