Ashley
Navarre

Centaurus Financial, Inc

CRD#6818971
Investment Advisor
in Anaheim, CA

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About this Advisor

Ashley Navarre is a financial advisor working out of Anaheim, California with a total of 2 years of relevant experience. Navarre is on the advisory team at Centaurus Financial, Inc. Their career trajectory has included roles at Edward Jones, Crossfit Lake Charles and Centaurus Financial Inc. Navarre holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to work in Louisiana, Minnesota, North Carolina and Texas. Centaurus Financial, Inc is a registered investment firm operating out of Anaheim, CA. It has offices in 174 locations and a total of 616 financial advisors. It controls $5 billion in total assets between its 32,255 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 32,255 accounts, just 1% are held by high-net-worth clients who have greater than $1 million in assets. Centaurus Financial, Inc has a number 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 charged by financial advisors are based on the financial services. Fee types billed by Centaurus Financial, Inc can consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2300 E. Katella Avenue Suite #200
Anaheim, CA 92806

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$4,564,124,620

CA Average: $7,578,581,321
Total Number of Employees

616

CA Average: 43
Total Number of Accounts

32,255

CA Average: 3,727
Average Account Size

$141,501

CA Average: $2,033,427

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

Ashley Navarre Work History

Ashley has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Centaurus Financial Inc

2009 - Present (15 years)

Crossfit Lake Charles

2019 - 2021 (2 years)

Edward Jones

2017 - 2019 (2 years)

Edward Jones

2009 - 2016 (7 years)

Crossfit Lake Charles

*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 Ashley Navarre to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Centaurus Financial, Inc

Randall Harless
Anaheim, CA
Gene Williams
Anaheim, CA
Alexander Johnston
Lewisville, TX
Roger Walker
Union City, TN
David Martinez
Anaheim, CA
Michael Guttadaro
Shelton, CT
Patrick Mclane
Tomball, TX
Francis Mcmanus
Norwood, MA

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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