Steve
Smith

Centaurus Financial, Inc

CRD#716608
Investment Advisor
in Arcadia, CA
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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

Series 63, Series 65

Years of Experience

32 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, Commissions

Disclosures

No

Office Location

Arcadia, CA

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$2,266,210,690

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

611

CA Average: 43
Total Number of Accounts

11,933

CA Average: 3,727
Average Account Size

$189,911

CA Average: $2,033,427

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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.

2003 - Present (16 years)

Centaurus Financial, Inc

2000 - Present (19 years)

Accurate Benfits

1986 - Present (33 years)

Pension Services Corp

Disclosures

Steve Smith has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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