Ernest
Reyes

Centaurus Financial, Inc

CRD#1751604
Investment Advisor
in Upland, CA

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About this Advisor

Ernest Reyes is a financial advisor based in Upland, California, working with Centaurus Financial, Inc. Ernest has previously held positions at FSC Securities Corporation, Royal Alliance, WHJR Associates, and Centaurus Financial Inc. Ernest has passed the Series 63 regulatory exam and is registered to provide services in California and New Hampshire. Currently, Ernest is part of Centaurus Financial, Inc, which operates out of Upland, California. 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

Series 63

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

818 North Mountain Ave. Suite #200
Upland, CA 91786

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

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

598

CA Average: 43
Total Number of Accounts

30,814

CA Average: 3,727
Average Account Size

$169,144

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

Ernest Reyes Work History

2016 - Present (8 years)

Centaurus Financial Inc

2014 - 2016 (2 years)

Royal Alliance

2014 - 2016 (2 years)

Whjr Associates

2013 - 2014 (1 year)

Fsc Securities Corporation

Disclosures

Please visit the SEC profile of Ernest Reyes 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

William Fuentes
Simi Valley, CA
Zachry Fearing
Lewisville, TX
Robert Nichols
Las Vegas, NV
Osvaldo Cisneros
Anaheim, CA
Ryan Halterman
Kennewick, WA
Evan Harris
Kennewick, WA
Joanna Mccomsey
Westlake Village, CA
Stephen Rodgveller
Tucson, AZ

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