James
Bales
Centaurus Financial, Inc
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About this Advisor
James Bales is a financial advisor based in Newport News, Virginia, working with Centaurus Financial, Inc. James has previously held a position at Centaurus Financial, Inc. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alabama, California, Florida, Louisiana, Maryland, Mississippi, Nevada, New Jersey, North Carolina, Ohio, Oklahoma, Pennsylvania, South Carolina, Texas, and Virginia. Currently, James is part of Centaurus Financial, Inc, which operates out of Newport News, Virginia. 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
James Bales Work History
Centaurus Financial, Inc
Disclosures
Please visit the SEC profile of James Bales 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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