George
Dallas
Centaurus Financial, Inc
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About this Advisor
George Dallas is a financial advisor based in Pottstown, Pennsylvania, working with Centaurus Financial, Inc. George has previously held positions at Cetera Advisor Networks LLC, Mid-Atlantic Wealth Advisory Group, LLC, and Centaurus Financial Inc. George has passed the Series 66 regulatory exam and is registered to provide services in California, Florida, New Jersey, and Pennsylvania. Currently, George is part of Centaurus Financial, Inc, which operates out of Pottstown, Pennsylvania. 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
George Dallas Work History
Centaurus Financial Inc
Mid-Atlantic Wealth Advisory Group, LLC
Cetera Advisor Networks LLC
Disclosures
Please visit the SEC profile of George Dallas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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