Daniel
Ure
Centaurus Financial, Inc
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About this Advisor
Daniel Ure is a financial advisor based in Tomball, Texas, working with Centaurus Financial, Inc. Daniel has previously held positions at Mclane Advisors, National Planning Corporation, Usa Financial Securities, and Centaurus Financial, Inc. Daniel has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arkansas, Colorado, Florida, Georgia, Illinois, Louisiana, Missouri, Oklahoma, Texas, Utah, Wisconsin, and Wyoming. Currently, Daniel is part of Centaurus Financial, Inc, which operates out of Tomball, Texas. The firm has 286 offices and 598 employees. The firm manages assets totaling $5.2 billion and serves high-net-worth clients. The services offered by the firm include 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 fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Centaurus Financial, Inc Brokerage Details
$5,212,001,329
598
30,814
$169,144
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
Daniel Ure Work History
Centaurus Financial, Inc
Mclane Advisors
Usa Financial Securities
National Planning Corporation
Disclosures
Please visit the SEC profile of Daniel Ure 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
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Anaheim, CA
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Kennewick, WA
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Westlake Village, CA
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