Orion
Willis
Centaurus Financial, Inc
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About this Advisor
Orion Willis is a financial advisor based in Sun City West, Arizona, working with Centaurus Financial, Inc. Orion has previously held a position at Centaurus Financial Inc. Orion has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in multiple states, including Alabama, Arizona, Arkansas, California, Connecticut, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Michigan, Minnesota, Missouri, Nebraska, Nevada, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, South Carolina, South Dakota, Texas, Utah, Vermont, Washington, Wisconsin, and Wyoming. Currently, Orion is part of Centaurus Financial, Inc, which operates out of Sun City West, Arizona. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves a variety of clients, including high-net-worth individuals. The services offered by the firm include 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. The fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$5,212,001,329
598
30,814
$169,144
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
Centaurus Financial Inc
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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