Paul
Lysan

Centaurus Financial, Inc

CRD#1219203
Investment Advisor
in Peabody, MA

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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

Series 63, Series 65, Chartered Financial Analyst

Years of Experience

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

1R Newbury Street Suite #405
Peabody, MA 01960

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$2,809,167,860

MA Average: $7,578,581,321
Total Number of Employees

608

MA Average: 43
Total Number of Accounts

14,325

MA Average: 3,727
Average Account Size

$196,102

MA Average: $2,033,427

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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.

2016 - Present (4 years)

Centaurus Finanical, Inc

2001 - Present (19 years)

Paul Lysan, Cpa

2008 - 2010 (2 years)

Tradedesk Financial Corp

2006 - 2016 (10 years)

Investors Capital Advisory Services

2004 - 2016 (12 years)

Investors Capital Corporation

2004 - 2016 (12 years)

1St Bccw Capital Corp

Disclosures

Paul Lysan has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Centaurus Financial, Inc

Isai Juarez
Anaheim, CA
Janice Janjanin
Youngstown, OH
Colin Kilpatrick
Camarillo, CA
Gregory Kinkead
Las Vegas, NV
Martin Scalzo
Westlake Village, CA
Leslie Coulson
Upland, CA
Michael Guttadaro
Bridgeport, CT
David Mitchell
Nanticoke, PA

This content was compiled from the SEC and FINRA.

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