Dan
Sexton

Centaurus Financial, Inc

CRD#2649475
Investment Advisor
in Lewisville, TX

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About this Advisor

Dan Sexton is a financial advisor working in Lewisville, Texas with 11 years of relevant experience. Sexton is an employee of Centaurus Financial, Inc. Throughout their career, Sexton has worked at Dan Sexton (Self-Employed) and Centaurus Financial, Inc. Sexton holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to operate in Oklahoma and Texas. Centaurus Financial, Inc is a registered investment business headquartered in Anaheim, CA. The firm has offices in 174 locations and a total of 616 financial advisors. It oversees $5 billion in total assets among its 32,255 client accounts, making it one of the largest financial advisory firms in the country by assets under management. Of its 32,255 accounts, just 1% belong to high-net-worth individuals who have at least $1 million in investable assets. Centaurus Financial, Inc provides a diverse range 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 typically are based on which services the firm provides the client. Fees charged by Centaurus Financial, Inc likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

11 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

Office Location

2570 Justin Road, Fm 407 Suite #210
Lewisville, TX 75077

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$4,564,124,620

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

616

TX Average: 43
Total Number of Accounts

32,255

TX Average: 3,727
Average Account Size

$141,501

TX Average: $2,033,427

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

Dan Sexton Work History

Dan has been registered as a financial advisor for 11 years.*

2010 - Present (14 years)

Centaurus Financial, Inc

1977 - Present (47 years)

Dan Sexton (Self-Employed)

*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 Dan Sexton 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 Centaurus Financial, Inc

George Siracuse
Milford, PA
Roger Walker
Union City, TN
Patrick Mclane
Tomball, TX
David Martinez
Anaheim, CA
Alexander Johnston
Lewisville, TX
John Griz
Simpsonville, SC
Jaquelyn James
Arroyo Grande, CA
Francis Mcmanus
Norwood, MA

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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