Victoria
Wilson
Centaurus Financial, Inc
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About this Advisor
Victoria Wilson is a financial advisor based in Tucson, Arizona, working with Centaurus Financial, Inc. Victoria has previously held positions at Geneos Wealth Management, Inc, Generation Financial LLC, and Centaurus Financial, Inc. Victoria has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona and Indiana. Currently, Victoria is part of Centaurus Financial, Inc, which operates out of Tucson, Arizona. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. 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
Victoria Wilson Work History
Centaurus Financial, Inc
Geneos Wealth Management, Inc
Generation Financial LLC
Disclosures
Please visit the SEC profile of Victoria Wilson 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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