Financial ADVSR advisor directory · SEC adviser records
Centaurus Financial, Inc. financial advisors in Santa Barbara, CA
Every SEC-registered investment adviser representative at a Centaurus Financial, Inc. office in Santa Barbara, A to Z.
The short answer
12 registered advisors work at Centaurus Financial, Inc. in Santa Barbara, out of 397 at the firm nationwide; it ranks number 5 in the city by advisors. 2 list the CFP designation and 12 are also registered broker representatives.
Centaurus Financial, Inc. advisors in Santa Barbara, A to Z
Every Centaurus Financial, Inc. advisor →- James M. AppelChartered Financial Consultant · Also a broker rep
- Ryan K. BurnhamAlso a broker rep
- Jeffery G. ChaffinAlso a broker rep
- Julia E. CoburnAlso a broker rep
- Adam J. DonlevieCertified Financial Planner · Also a broker rep
- Dawn M. KirchnerCertified Financial Planner · Also a broker rep
- Michael J. Morando JrAlso a broker rep
- Kelley S. SlaughtAlso a broker rep
- Deborah L. StokerAlso a broker rep
- Timothy P. SweeneyAlso a broker rep
- Timothy N. TremblayAlso a broker rep
- Troy N. TremblayAlso 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 15Lexington, 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 4Honesdale, PA 4
Other firms in Santa Barbara
All Santa Barbara advisors →Mission Wealth Management, LP 46Wells Fargo Clearing Services, LLC 41Morgan Stanley 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23LPL Financial LLC 12Strategic Advisers LLC 12UBS Financial Services Inc. 12Cerity Partners LLC 11Avalan, LLC 10Painted Porch Advisors LLC 10Channel Wealth, LLC 9Charles Schwab & Co., Inc. 9
Questions
How many financial advisors does Centaurus Financial, Inc. have in Santa Barbara?
12 investment adviser representatives are registered at Centaurus Financial, Inc. offices in Santa Barbara, California, according to the SEC's Investment Adviser Public Disclosure records, out of 397 nationwide. 2 list the CFP designation and 12 are also registered as broker representatives.
Is Centaurus Financial, Inc. one of the largest advisor employers in Santa Barbara?
Centaurus Financial, Inc. ranks number 5 in Santa Barbara by registered advisors; Mission Wealth Management, LP has the most, with 46.
How do I check a Centaurus Financial, Inc. advisor in Santa Barbara?
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.