Centaurus Financial, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Paul Lysan is a financial advisor whose office is in Peabody, Massachusetts. Currently a registered financial advisor at Centaurus Financial, Inc, Lysan has 17 years of professional experience in the financial advisory industry. Lysan has Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Lysan is registered to advise clients based out of California, Vermont, Colorado, Florida, Massachusetts and New Hampshire. Throughout their career, Lysan has worked at Paul Lysan, Cpa, Investors Capital Corporation, 1St Bccw Capital Corp, Tradedesk Financial Corp, Investors Capital Advisory Services and Centaurus Finanical, Inc. Centaurus Financial, Inc is headquartered in Peabody, Massachusetts, and operates out of 275 other locations in the United States. As an advisory firm, Centaurus Financial, Inc manages $2 billion in assets dispersed across 11,933 client accounts and employs more than 611 people. The level of assets currently under the firm's management makes it one of the biggest investment advisory firms in the country. The firm manages 3,613 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 11,933 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Centaurus Financial, Inc can provide 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
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Centaurus Financial, Inc Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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 17 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
Santa Barbara, CA
El Segundo, CA
Laguna Hills, CA