Juliet
Magee
Centaurus Financial, Inc
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About this Advisor
Juliet Magee is a financial advisor based in Annapolis, Maryland, working with Centaurus Financial, Inc. Juliet has previously held positions 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. Juliet has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Juliet is part of Centaurus Financial, Inc, which operates out of Annapolis, Maryland. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth individuals. The services offered by the firm include 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 fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$5,212,001,329
598
30,814
$169,144
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
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
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.
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