Centaurus Financial, Inc
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About this Advisor
Paul Lysan is a chartered financial analyst based in Peabody, Massachusetts, who has been in the advisory business for 18 years. Lysan is an advisor for Centaurus Financial, Inc. Their career trajectory has included roles at Paul Lysan, Cpa, Investors Capital Corporation, 1St Bccw Capital Corp, Tradedesk Financial Corp, Investors Capital Advisory Services and Centaurus Finanical, Inc. Lysan has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California, Florida, Massachusetts, New Hampshire, Pennsylvania, Texas and Vermont. Centaurus Financial, Inc is a financial advisory business based in Peabody, Massachusetts. The company has offices in 290 locations and a total of 608 financial advisors. It handles $3 billion in total assets among its 14,325 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 14,325 client accounts, just 2% belong to high-net-worth individuals who have greater than $1 million in assets. The business 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. A financial advisor's fee schedules vary depending on the financial services provided. However, fee types charged by Centaurus Financial, Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Centaurus Financial, Inc Brokerage Details
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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
Paul Lysan Work History
Paul has 19 years of experience.
Centaurus Finanical, Inc
Paul Lysan, Cpa
Tradedesk Financial Corp
Investors Capital Advisory Services
Investors Capital Corporation
1St Bccw Capital Corp
Paul Lysan has disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Centaurus Financial, Inc
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