Michelle
Anthony
Centaurus Financial, Inc
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About this Advisor
Michelle Anthony is a financial advisor operating in Tucson, Arizona with a total of 9 years of relevant experience. Anthony is on the advisory team at Centaurus Financial, Inc. Throughout their career, Anthony has worked at Diaper Bank Of Southern Arizona, Wells Fargo Advisors LLC and Centaurus Financial Inc. Anthony holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona, California, Colorado, Florida, Illinois, Louisiana, Massachusetts, Minnesota, Nebraska, New Mexico, North Carolina, Ohio, Texas, Utah, Virginia, Washington and Wisconsin. Centaurus Financial, Inc is a company based out of Anaheim, CA. The company has offices in 174 locations and a total of 616 employees. It manages $5 billion in total assets among its 32,255 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 32,255 customer accounts, just 1% are held by high-net-worth investors who have greater than $1 million in assets. The advisory firm provides a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services and educational seminars. Fees for financial advice typically are based on which services are offered. Fee types charged by Centaurus Financial, Inc likely include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$4,564,124,620
616
32,255
$141,501
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
Michelle Anthony Work History
Michelle has been registered as a financial advisor for 9 years.*
Centaurus Financial Inc
Diaper Bank Of Southern Arizona
Wells Fargo Advisors LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Michelle Anthony to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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