Charles
Orley

Centaurus Financial, Inc

CRD#1462136
Investment Advisor
in La Mesa, CA

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About this Advisor

Charles Orley is a chartered financial consultant who works out of La Mesa, California with 13 years of industry experience. Orley currently works for Centaurus Financial, Inc. Their career trajectory has included roles at Centaurus Financial, Inc and Cornerstone. Orley holds a Series 63 license, certifying them as a securities representative, and is registered to serve investors in California. Centaurus Financial, Inc is an advisory firm that has its headquarters in Anaheim, CA. The investment advisory business has offices in 174 locations and a total of 616 employees. It handles $5 billion in total assets between its 32,255 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 32,255 client accounts, just 1% belong to high-net-worth clients who have more than $1 million in investable assets. Centaurus Financial, Inc offers 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 for financial advice depend on the type of financial services offered. However, fees charged by Centaurus Financial, Inc may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

13 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

7777 Alvarado Road Suite #209
La Mesa, CA 91941

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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

Charles Orley Work History

Charles has been registered as a financial advisor for 13 years.*

2007 - Present (17 years)

Centaurus Financial, Inc

1985 - Present (39 years)

Cornerstone

*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 Charles Orley 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

Gene Williams
Anaheim, CA
Cynthia Kordys
Swanzey, NH
Daryl Bush
Biloxi, MS
David Martinez
Anaheim, CA
Jaquelyn James
Arroyo Grande, CA
George Dallas
Pottstown, PA
Lonna Weems
North Hills, CA
George Siracuse
Milford, PA

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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