Isaac
Pineda

Centaurus Financial, Inc

CRD#6482135
Investment Advisor
in Anaheim, CA

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About this Advisor

Isaac Pineda is a financial advisor based in Anaheim, California who has 1 year of relevant experience. Pineda currently works for Centaurus Financial, Inc. Over the course of their career, Pineda has held roles at American Honda Motor Company, Inc, Toyota Motor Sales, Springboard World Group, New York Life Insurance Co, Nylife Securities LLC, International Cruise & Excursions, Inc, J.P. Morgan Securities LLC, Jpmorgan Chase Bank, N.A, Cerda Munoz Advisors, Inc and Centaurus Financial Inc. Pineda holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Centaurus Financial, Inc is a registered investment company operating out of Anaheim, CA. The firm has offices in 174 locations and a total of 616 advisors. It manages $5 billion in assets under management across its 32,255 accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 32,255 accounts, just 1% belong to high-net-worth clients who have greater than $1 million in assets. The firm performs a number 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. Financial management fees typically are based on which services the firm provides the client. However, fee types charged by Centaurus Financial, Inc can consist of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

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

Isaac Pineda Work History

Isaac has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Centaurus Financial Inc

2019 - 2022 (3 years)

J.P. Morgan Securities LLC

2019 - 2022 (3 years)

Jpmorgan Chase Bank, N.A

2018 - 2018 (< 1 year)

Cerda Munoz Advisors, Inc

2015 - 2017 (2 years)

New York Life Insurance Co

2015 - 2017 (2 years)

Nylife Securities LLC

2015 - 2015 (< 1 year)

International Cruise & Excursions, Inc

2014 - 2014 (< 1 year)

Toyota Motor Sales

2014 - 2014 (< 1 year)

Springboard World Group

2013 - 2013 (< 1 year)

American Honda Motor Company, 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 Isaac Pineda 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
Daryl Bush
Biloxi, MS
John Griz
Simpsonville, SC
Roger Walker
Union City, TN
Michael Guttadaro
Shelton, CT
George Dallas
Pottstown, PA
Patrick Mclane
Tomball, TX
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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