Robert
Omohundro

Centaurus Financial, Inc

CRD#2415942
Investment Advisor
in Atlanta, GA
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About this Advisor

Robert Omohundro is a certified financial planner in Atlanta, Georgia. Currently a registered advisor at Centaurus Financial, Inc, Omohundro has 11 years of professional experience. Omohundro holds a Series 63 license, qualifying them as a securities representative. Omohundro can work with investors based out of Alabama, California, Colorado, Florida, Georgia, Kentucky, Maryland and Oklahoma. Omohundro has gained experience at J.P.Turner & Company, LLC and Centaurus Financial Inc. Centaurus Financial, Inc is based out of Atlanta, Georgia, and has 275 additional brick-and-mortar locations throughout the country. As a company, Centaurus Financial, Inc manages $2 billion in assets dispersed across 11,933 client accounts and retains more than 611 people. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 3,613 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisory firm's 11,933 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Centaurus Financial, Inc provides 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 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

Yes

Office Location

9040 Roswell Road Suite #350
Atlanta, GA 30350

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$2,266,210,690

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

611

GA Average: 43
Total Number of Accounts

11,933

GA Average: 3,727
Average Account Size

$189,911

GA 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

Robert Omohundro Work History

Robert has 11 years of experience.

2015 - Present (4 years)

Centaurus Financial Inc

2007 - 2015 (8 years)

J.P.Turner & Company, LLC

Disclosures

Robert Omohundro has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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