Centaurus Financial, Inc
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About this Advisor
Steve Smith is a financial advisor working out of Arcadia, California, who has 32 years of professional experience. Smith is an advisor for Centaurus Financial, Inc. Throughout their career, Smith has worked at Accurate Benfits, Pension Services Corp and Centaurus Financial, Inc. Smith has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to serve investors in Arizona and California. Centaurus Financial, Inc is a firm that has its headquarters in Arcadia, California. The firm has offices in 275 locations and a total of 611 employees. It oversees $2 billion in assets between its 11,933 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The company has a broad set 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. Financial management fee schedules largely vary depending on which services the firm provides the client. Fees billed by Centaurus Financial, Inc likely consist of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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Centaurus Financial, Inc Brokerage Details
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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
Steve Smith Work History
Steve has 32 years of experience.
Centaurus Financial, Inc
Pension Services Corp
Steve Smith has no disclosures.
Please visit their SEC profile for more details.