Joanna McComsey (CRD# 3101022) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Westlake Village, CA and has over 25 years of experience in the finance industry.
CRD# 6406556
Aqua Capital Advisors
CRD# 6770924
Wealth Management Partners Of Los Angeles
CRD# 5656946
The Lynd Group Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Centaurus Financial, Inc. | Anaheim, CA | Feb 2017 - Current | 7 |
| Financial West Group | Westlake Village, CA | Jun 2014 - Feb 2017 | 2 |
| American Financial Network Advisory Services, LLC | Calabasas, CA | Apr 2013 - Jun 2014 | 1 |
| Securities America, Inc. | Westlake Village, CA | Oct 2004 - Jun 2014 | 9 |
| Securities America Advisors, Inc. | Westlake Village, CA | Oct 2004 - Jun 2014 | 9 |
| Bse & Associates, Inc. Dba American Financial Network | Calabasas, CA | Jun 1999 - Jun 2014 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 1998 |
- CA
-
Total Assets Under Management5,212MILLIONS
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Total Number of Accounts30,814ACCOUNTS
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Average Account Value$169,144
- 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
- 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
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
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