Elizabeth
James

Centennial Advisors, LLC

CRD#4717178
Investment Advisor
in Austin, TX

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About this Advisor

Elizabeth James is a financial advisor who works out of Austin, Texas who has 4 years of industry experience. James is on the advisory team at Centennial Advisors, LLC. During their career, James has held roles at New York Life, Nylife Securities LLC, Eagle Strategies LLC, Capstar Financial LLC, Global Financial Private Capital, LLC, Centennial Wealth Advisory LLC, N/A and Centennial Advisors, LLC. James has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Centennial Advisors, LLC is a registered investment business based out of Austin, TX. The company has offices in two locations and a total of 14 employees. It oversees $106 million in assets across its 1,177 customer accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 1,177 accounts, just 2% are held by high-net-worth individuals who have at least $1 million in investable assets. The company provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on which services are offered. However, fees billed by Centennial Advisors, LLC likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Elizabeth James Work History

Elizabeth has been registered as a financial advisor for 4 years.*

2018 - Present (6 years)

Centennial Advisors, LLC

2017 - 2018 (1 year)

Centennial Wealth Advisory LLC

2015 - 2017 (2 years)

Capstar Financial LLC

2015 - 2017 (2 years)

Global Financial Private Capital, LLC

2014 - 2015 (1 year)

N/A

2012 - 2013 (1 year)

New York Life

2012 - 2013 (1 year)

Nylife Securities LLC

2012 - 2013 (1 year)

Eagle Strategies LLC

*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 Elizabeth James 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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