Centriplan, LLC

Centriplan, LLC (CRD# 165583) is a financial advisory firm headquartered in Newport Beach, CA. They manage $20,585,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Centriplan, LLC
Showing 1 - 1 of 1 top financial advisors.
Lorian K. Petry
CRD#: 833034
1000 Quail Street, #160, Newport Beach, CA 92660

Lorian Petry (CRD# 833034) is an Investment Advisor Representative working at Centriplan, LLC in Newport Beach, CA and has over 26 years of experience in the finance industry. Lorian Petry 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.

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