Orion
Willis
Centaurus Financial, Inc
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About this Advisor
Orion Willis is a chartered financial consultant operating out of Sun City West, Arizona with 10 years of relevant experience. Willis is an advisor for Centaurus Financial, Inc. The advisor has gained experience at Invest Financial Corp and Centaurus Financial Inc. Willis holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can work in Alabama, Arizona, Arkansas, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, North Carolina, North Dakota, Ohio, Oregon, South Carolina, South Dakota, Texas, Utah, Vermont, Washington, Wisconsin and Wyoming. Centaurus Financial, Inc is a financial advisory business operating out of Anaheim, CA. It has offices in 174 locations and a total of 616 people on staff. It oversees $5 billion in total assets among its 32,255 accounts, making it one of the largest firms in the United States by assets under management. Of its 32,255 client accounts, just 1% are associated with high-net-worth individuals who have more than $1 million in assets. Centaurus Financial, Inc performs a broad range of services, such as 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 management vary depending on the financial services offered. Fee types billed by Centaurus Financial, Inc may include 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
Orion Willis Work History
Orion has been registered as a financial advisor for 10 years.*
Centaurus Financial Inc
Invest Financial Corp
*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 Orion Willis 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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