Juliet
Magee
Centaurus Financial, Inc
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About this Advisor
Juliet Magee is a certified financial planner operating in Annapolis, Maryland. Magee currently works for Centaurus Financial, Inc. The advisor has gained experience at Cambridge Investment Research Inc, Towson University - Honors College, Wms Partners, Bruster'S Annapolis, Cambridge Investment Research - Christopher Gordon, Unemployed - International Studies Abroad, Lincoln National Group Transition Cambridge Investment Research, Cambridge Investment Research Advisors Inc and Centaurus Financial Inc. Magee maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can advise clients in Maryland. Centaurus Financial, Inc is an advisory company operating out of Anaheim, CA. The investment advisory business has offices in 174 locations and a total of 616 advisors. It controls $5 billion in assets across its 32,255 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. Of its 32,255 accounts, just 1% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Centaurus Financial, Inc performs 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 for financial management are based on which services are provided. Fees billed by Centaurus Financial, Inc can include some blend of 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
Juliet Magee Work History
Juliet has been registered as a financial advisor for 0 years.*
Centaurus Financial Inc
Cambridge Investment Research Advisors Inc
Cambridge Investment Research Inc
Wms Partners
Cambridge Investment Research - Christopher Gordon
Towson University - Honors College
Unemployed - International Studies Abroad
Cambridge Investment Research - Christopher Gordon
Towson University - Honors College
Cambridge Investment Research - Christopher Gordon
Cambridge Investment Research - Christopher Gordon
Cambridge Investment Research Inc
Lincoln National Group Transition Cambridge Investment Research
Cambridge Investment Research - Christopher Gordon
Bruster'S Annapolis
*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 Juliet Magee 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
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Simpsonville, SC
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Anaheim, CA
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Tomball, TX
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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.
