Beneta
Reynoso

Centaurus Financial, Inc

CRD#1417230
Investment Advisor
in Riverside, CA

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About this Advisor

Beneta Reynoso is a financial advisor based in Riverside, California who has 16 years of industry experience. Reynoso is on the advisory team at Centaurus Financial, Inc. They have spent all of their time as a financial advisor at Centaurus Financial, Inc. Reynoso holds a Series 63 license, qualifying them as a securities agent, and is able to work in California and Wisconsin. Centaurus Financial, Inc is a registered investment company headquartered in Anaheim, CA. The company has offices in 174 locations and a total of 616 people on staff. It controls $5 billion in assets between its 32,255 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. Of its 32,255 customer accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets. Centaurus Financial, Inc has a wide assortment 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 advice usually vary depending on which services the firm provides the client. Fee types billed by Centaurus Financial, Inc can include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

16 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

Riverside, CA

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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

Beneta Reynoso Work History

Beneta has been registered as a financial advisor for 16 years.*

2007 - Present (17 years)

Centaurus Finanical, Inc

*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 Beneta Reynoso 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

Lonna Weems
North Hills, CA
Patrick Mclane
Tomball, TX
Gene Williams
Anaheim, CA
Jaquelyn James
Arroyo Grande, CA
Alexander Johnston
Lewisville, TX
George Siracuse
Milford, PA
Francis Mcmanus
Norwood, MA
Mark Nenninger
Anaheim, CA

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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