W
Early

Centaurus Financial, Inc

CRD#2021508
Investment Advisor
in Williamsburg, VA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

W Early is a financial advisor based in Williamsburg, Virginia, working with Centaurus Financial, Inc. W has previously held a position at Centaurus Financial, Inc. W has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Virginia. Currently, W is part of Centaurus Financial, Inc, which operates out of Williamsburg, 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

Series 63, Series 65

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

1321 Jamestown Road Suite #203
Williamsburg, VA 23185

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$5,212,001,329

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

598

VA Average: 43
Total Number of Accounts

30,814

VA Average: 3,727
Average Account Size

$169,144

VA 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

W Early Work History

2004 - Present (20 years)

Centaurus Financial, Inc

Disclosures

Please visit the SEC profile of W Early 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

Dylan Linsky
Anaheim, CA
Michael Martinelli
Anaheim, CA
Stacey Corbello
Anaheim, CA
Osvaldo Cisneros
Anaheim, CA
Ryan Halterman
Kennewick, WA
Evan Harris
Kennewick, WA
Stephen Rodgveller
Tucson, AZ
Alexis Reynoso
Riverside, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started