Scott
Eichler

Centaurus Financial, Inc

CRD#5431034
Investment Advisor
in Newport Beach, CA

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About this Advisor

Scott Eichler is a financial advisor working out of Newport Beach, California, with 1 year of relevant experience. Eichler is on the advisory team at Centaurus Financial, Inc. Eichler has gained experience at California Dental Network, Health Net Insurance, Blue Shield Of Ca, Blue Cross Of Ca, Newport Wealth Advisors and Centaurus Financial, Inc. Eichler has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Nevada. Centaurus Financial, Inc is an advisory company that has its headquarters in Anaheim, CA. It has offices in 174 locations and a total of 616 employees. It manages $5 billion in assets under management across its 32,255 accounts, placing it among the biggest investment advisory firms in the nation by assets under management. Of its 32,255 customer accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets. The company provides 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. Fees charged by financial advisors vary depending on the type of financial services. Fee types billed by Centaurus Financial, Inc most likely include 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

4695 Macarthur Court Suite 1100
Newport Beach, CA 92660

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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

Scott Eichler Work History

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

2011 - Present (13 years)

Centaurus Financial, Inc

2010 - Present (14 years)

Newport Wealth Advisors

2008 - Present (16 years)

California Dental Network

2008 - Present (16 years)

Health Net Insurance

2007 - Present (17 years)

Blue Shield Of Ca

2007 - Present (17 years)

Blue Cross Of Ca

*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 Scott Eichler 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
Mark Nenninger
Anaheim, CA
Roger Walker
Union City, TN
Michael Guttadaro
Shelton, CT
Daryl Bush
Biloxi, MS
Francis Mcmanus
Norwood, MA
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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