John MarchesoCRD Number: 869337
Current Firm: Centaurus Financial, Inc.
John Marcheso (CRD# 869337) is an Investment Advisor Representative working at Centaurus Financial, Inc. in Coeur d'Alene, ID and has over 33 years of experience in the finance industry.
Pinkerton Retirement Specialists, LLC
Cambridge Investment Research Advisors, Inc.
|Centaurus Financial, Inc.||Orange, CA||Dec 2000 - Current||15|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S66||NASAA Uniform Combined State Law Examination||Oct 1999|
Total Assets Under Management1,044MILLIONS
Total Number of Accounts5,454ACCOUNTS
Average Account Value$191,349
- 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)
- Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV