Financial ADVSR advisor directory · SEC adviser records
Centaurus Financial, Inc. financial advisors in Newport Beach, CA
Every SEC-registered investment adviser representative at a Centaurus Financial, Inc. office in Newport Beach, A to Z.
The short answer
4 registered advisors work at Centaurus Financial, Inc. in Newport Beach, out of 397 at the firm nationwide; it ranks number 62 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.
Centaurus Financial, Inc. advisors in Newport Beach, A to Z
Every Centaurus Financial, Inc. advisor →- Jeffrey P. HobertAlso a broker rep
- Patrick R. HobertAlso a broker rep
- Christopher P. WalshAlso a broker rep
- Brandon M. WelchCertified Financial Planner · Also a broker rep
Centaurus Financial, Inc. advisors in every city and state →Centaurus Financial, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
Centaurus Financial, Inc. advisors in other cities
Anaheim, CA 80Leesburg, VA 15Santa Barbara, CA 12Lexington, SC 11Irvine, CA 8Hayden, ID 7Las Vegas, NV 6San Jose, CA 6Tucson, AZ 6Upland, CA 6Highland Village, TX 5Scottsdale, AZ 5Shelton, CT 5Arroyo Grande, CA 4Downey, CA 4
Other firms in Newport Beach
All Newport Beach advisors →Beacon Pointe Advisors, LLC 207Merrill Lynch, Pierce, Fenner & Smith Incorporated 191Goldman Sachs Wealth Services, L.P. 142Morgan Stanley 84UBS Financial Services Inc. 79LPL Financial LLC 62Wells Fargo Clearing Services, LLC 54J.P. Morgan Securities LLC 52Creative Planning Institutional Advisors, LLC 49MML Investors Services, LLC 44Cetera Investment Advisers LLC 40Charles Schwab & Co., Inc. 39
Questions
How many financial advisors does Centaurus Financial, Inc. have in Newport Beach?
4 investment adviser representatives are registered at Centaurus Financial, Inc. offices in Newport Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 397 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.
Is Centaurus Financial, Inc. one of the largest advisor employers in Newport Beach?
Centaurus Financial, Inc. ranks number 62 in Newport Beach by registered advisors; Beacon Pointe Advisors, LLC has the most, with 207.
How do I check a Centaurus Financial, Inc. advisor in Newport Beach?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Centaurus Financial, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.