Financial ADVSR advisor directory · SEC adviser records
Centaurus Financial, Inc. financial advisors in Upland, CA
Every SEC-registered investment adviser representative at a Centaurus Financial, Inc. office in Upland, A to Z.
The short answer
6 registered advisors work at Centaurus Financial, Inc. in Upland, out of 397 at the firm nationwide; it ranks number 3 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.
Centaurus Financial, Inc. advisors in Upland, A to Z
Every Centaurus Financial, Inc. advisor →- Philip A. BoardAlso a broker rep
- Joel D. HarworthAlso a broker rep
- Isahi MedinaAlso a broker rep
- Kurt W. MoseleyAlso a broker rep
- Ernest J. ReyesAlso a broker rep
- Tyler D. ShumakerAlso 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 6Highland Village, TX 5Scottsdale, AZ 5Shelton, CT 5Arroyo Grande, CA 4Downey, CA 4Honesdale, PA 4
Other firms in Upland
All Upland advisors →Charles Schwab & Co., Inc. 10LPL Financial LLC 7Raymond James Financial Services Advisors, Inc. 5J.P. Morgan Securities LLC 4Pfs Investments Inc. 4Wells Fargo Clearing Services, LLC 4Clearwave Capital 3
Questions
How many financial advisors does Centaurus Financial, Inc. have in Upland?
6 investment adviser representatives are registered at Centaurus Financial, Inc. offices in Upland, 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 Upland?
Centaurus Financial, Inc. ranks number 3 in Upland by registered advisors; Charles Schwab & Co., Inc. has the most, with 10.
How do I check a Centaurus Financial, Inc. advisor in Upland?
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.