Kasey
Davis

Centaurus Financial, Inc

CRD#2353615
Investment Advisor
in Austin, TX
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About this Advisor

Kasey Davis is a certified financial planner whose office is in Austin, Texas. Currently an investment advisor with Centaurus Financial, Inc, Davis has 15 years of professional experience in the financial advisory industry. Davis maintains Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Davis can advise clients based out of Maryland, North Carolina, Texas and Ohio. Davis has gained experience at Signal Securities, Inc, Financial Partners Of Texas, The Benefit Group, LLC and Centaurus Financial Inc. Centaurus Financial, Inc is headquartered in Austin, Texas, and has 275 locations in the country. In aggregate, Centaurus Financial, Inc oversees $2 billion in assets across 11,933 accounts and retains more than 611 people. The level of assets currently under the firm's management makes it one of the largest investment advisory firms in the nation. The firm manages 3,613 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisor firm's 11,933 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Centaurus Financial, Inc can provide 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 firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

15 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, Commissions

Disclosures

No

Office Location

3415 Greystone Drive Suite #100
Austin, TX 78731

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$2,266,210,690

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

611

TX Average: 43
Total Number of Accounts

11,933

TX Average: 3,727
Average Account Size

$189,911

TX 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

Kasey Davis Work History

Kasey has 15 years of experience.

2013 - Present (6 years)

Centaurus Financial Inc

2009 - Present (10 years)

The Benefit Group, LLC

2003 - 2008 (5 years)

Signal Securities, Inc

2003 - 2009 (6 years)

Financial Partners Of Texas

Disclosures

Kasey Davis has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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