Brian
Bennett
Centaurus Financial, Inc
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About this Advisor
Brian Bennett is a financial advisor based out of Baton Rouge, Louisiana who has 19 years of industry experience. Bennett is currently employed by Centaurus Financial, Inc. Over the course of their career, Bennett has held roles at Bennett`S Bookkeeping, Inc and Centaurus Financial, Inc. Bennett holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Alabama, Louisiana and Mississippi. Centaurus Financial, Inc is a financial advisory company based in Anaheim, CA. The investment advisory business has offices in 174 locations and a total of 616 advisors. It oversees $5 billion in assets under management across its 32,255 client accounts, placing it among the largest firms in the country by assets under management. Of its 32,255 accounts, just 1% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm performs a wide assortment 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. A financial advisor's fee schedules largely vary depending on the financial services. However, fee types billed by Centaurus Financial, Inc most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$4,564,124,620
616
32,255
$141,501
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
Brian Bennett Work History
Brian has been registered as a financial advisor for 19 years.*
Centaurus Financial, Inc
Bennett`S Bookkeeping, 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 Brian Bennett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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