Centaurus Financial, Inc. on Blogger: Centaurus Financial and Personalization

Saturday, September 25, 2021

Centaurus Financial and Personalization

Centaurus Financial, Inc., an Anaheim, California-based broker/dealer and Registered Investment Adviser, was ranked No. 28 in the United States in 2020 by Financial Advisor. Centaurus held that rank with a total revenue of $163.4 million. Founded in 1992, Centaurus focuses on providing unparalleled support, technology, and education to independent Registered Representatives in the securities industry.

Centaurus and the financial services industry itself have evolved dramatically in the past 29 years. Yet the company’s focus remains the same. The platform it provides has helped Registered Representatives across the U.S. grow their businesses and serve their clients.

One key to Centaurus’s success is the Home Office team. Team members are always available to assist Representatives with servicing of their clients. Team members provide a personal touch when answering questions they may have or assisting in any way possible. The 90-plus team members continue a legacy more than three generations in the making that is committed to giving Representatives and clients the highest level of service.

Headquartered in Anaheim, California, Centaurus Financial, Inc. is a national independent financial services company registered and licensed to offer securities, investment advisory services, and insurance products. Centaurus Financial is a member of the Financial Industry Regulatory Authority (FINRA, https://www.finra.org/#/ ) and the Securities Investor Protection Corporation (SIPC, https://www.sipc.org/ ). Centaurus Financial is registered as a broker/dealer and Registered Investment Adviser with the Securities and Exchange Commission (SEC, https://www.sec.gov/). For more information about Centaurus Financial, please visit www.centaurusfinancial.com.

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About Centaurus Financial, Inc.

Named after the constellation Centaurus, Anaheim, California-based Centaurus Financial, Inc. has over the last quarter century grown to handle over $10 billion in customer assets. Focused on financial planning, wealth management, securities, brokerages services, and insurance, the company employs more than 90 team members to service its 650-plus Financial Advisers nationwide. With an emphasis on education, Centaurus Financial has created a culture in which its agents can continually grow.

Through Centaurus Financial’s Professional Advanced Succession Solutions (PASS) program, advisers are taught and coached through the transitional stages of succession and acquisition planning. Buying or selling a financial practice can be complicated. Not only do advisers get consulting assistance through this program, but they also are provided with resources including seminars, white papers, templates,
and sample legal documents for educational purposes and guidance.

Centaurus also keeps advisers abreast of industry information through its conferences and publications. The company hosts five conferences per year for its Financial Advisers focused on economic and industry updates, product education, compliance, marketing, and sales. Between conferences,
Centaurus keeps its Financial Advisers informed of the latest industry product news and marketing strategies through its publications, which include a quarterly newsletter, monthly sales bulletin, newswire posts, and marketing industry alert emails.

As a complement to its professional development conferences, the company fosters an atmosphere in which information and resources are shared and available to advisers. In an environment in which education and the sharing of ideas flourish, advisers become connected to one another to help each other succeed. Moreover, this educational culture prepares advisers to provide investors with the best avenues for investing and achieving their financial or investment goals.

Centaurus Financial, Inc. is a national independent broker/dealer registered and licensed to offer securities, investment advisory services and insurance products. Centaurus is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Centaurus is also a Registered Investment Adviser with the Securities and Exchange Commission (SEC).