Charles
Stough

Centennial Advisors, LLC

CRD#3277832
Investment Advisor
in Austin, TX

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About this Advisor

Charles Stough is a financial advisor working in Austin, Texas who has 2 years of relevant experience. Stough is an employee of Centennial Advisors, LLC. During their career, Stough has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Department Of State, Voya Financial Advisors, Inc, Edward Jones and Centennial Advisors, LLC. Stough holds Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Texas. Centennial Advisors, LLC is a registered investment business operating out of Austin, TX. It has offices in two locations and a total of 14 employees. It controls $106 million in total assets among its 1,177 accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 1,177 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets. Centennial Advisors, LLC offers a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management usually vary depending on which services the firm provides the client. Fees billed by Centennial Advisors, LLC most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10815 Ranch Road 2222 Bldg 3C Suite 200
Austin, TX 78730

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Centennial Advisors, LLC Brokerage Details

Total Assets Under Management

$106,140,390

TX Average: $3,042,739,679
Total Number of Employees

14

TX Average: 49
Total Number of Accounts

1,177

TX Average: 2,315
Average Account Size

$90,179

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Charles Stough Work History

Charles has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Centennial Advisors, LLC

2018 - 2021 (3 years)

Edward Jones

2017 - 2018 (1 year)

Voya Financial Advisors, Inc

2014 - 2017 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2014 - 2017 (3 years)

Bank Of America, N.A

2014 - 2014 (< 1 year)

Department Of State

*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 Charles Stough 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 Centennial Advisors, LLC

Charles Stough
Austin, TX
Friend Williams
Austin, TX
Elizabeth James
Austin, TX
Jonathan Burklund
Austin, TX
Jeremy Aston
Austin, TX
Kevin Wade
Austin, TX
Michael Reese
Austin, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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