Financial ADVSR advisor directory · SEC adviser records
Centaurus Financial, Inc. financial advisors in San Jose, CA
Every SEC-registered investment adviser representative at a Centaurus Financial, Inc. office in San Jose, A to Z.
The short answer
6 registered advisors work at Centaurus Financial, Inc. in San Jose, out of 397 at the firm nationwide; it ranks number 21 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.
Centaurus Financial, Inc. advisors in San Jose, A to Z
Every Centaurus Financial, Inc. advisor →- Marco B. AziziAlso a broker rep
- James DaoangAlso a broker rep
- Zhihui HuangPersonal Financial Specialist · Also a broker rep
- Paul J. RubelAlso a broker rep
- Damon S. YeeAlso a broker rep
- Ryan M. YeeAlso 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 6Tucson, AZ 6Upland, CA 6Highland Village, TX 5Scottsdale, AZ 5Shelton, CT 5Arroyo Grande, CA 4Downey, CA 4Honesdale, PA 4
Other firms in San Jose
All San Jose advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 105Wells Fargo Clearing Services, LLC 102Morgan Stanley 78Strategic Advisers LLC 58LPL Financial LLC 48Ameriprise Financial Services, LLC 44J.P. Morgan Securities LLC 34LPL Enterprise, LLC 31Transamerica Financial Advisors, LLC 23RBC Capital Markets, LLC 20UBS Financial Services Inc. 20Osaic Wealth, Inc. 18
Questions
How many financial advisors does Centaurus Financial, Inc. have in San Jose?
6 investment adviser representatives are registered at Centaurus Financial, Inc. offices in San Jose, California, according to the SEC's Investment Adviser Public Disclosure records, out of 397 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.
Is Centaurus Financial, Inc. one of the largest advisor employers in San Jose?
Centaurus Financial, Inc. ranks number 21 in San Jose by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 105.
How do I check a Centaurus Financial, Inc. advisor in San Jose?
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.