linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Alan Eric Kobayashi

Centaurus Financial, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Alan? Claim Your Profile

About Alan Eric Kobayashi

Alan Eric Kobayashi is a registered investment advisor representative with Centaurus Financial, Inc. Alan holds the Series 65, Series 66 and Series 7TO licenses. Alan is also a licensed Certified Public Accountant. Alan's firm provides financial planning, pension consulting and portfolio management services. Centaurus Financial, Inc. has been serving clients for over 30 years and has offices in Anaheim, California and Honolulu, Hawaii.

Firm Information

Alan Kobayashi is currently registered with Centaurus Financial, Inc.. Centaurus Financial, Inc. is a corporation formed in August 1992 and headquartered in Anaheim, California. The firm provides a variety of advisory services including financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals, and wrap fee programs. Centaurus Financial, Inc. serves a wide range of clients including individuals, businesses, high-net-worth individuals, and corporations. The firm has regulatory assets under management exceeding $6.2 billion, including discretionary and non-discretionary accounts.
Centaurus Financial, Inc.

2300 EAST KATELLA AVE

ANAHEIM, CA 92806

$6.28B

Assets Under Management

Not reported

Total Clients

510

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Alan Kobayashi’s Registration & Firm History

HI

12/16/2019 - Present

Centaurus Financial, Inc. (HONOLULU HI)

Not sure if Alan Eric Kobayashi is right for you?

Licenses & Designations

BOTH

Issued 12/16/2019

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/17/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 02/04/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Eric Kobayashi.
Not sure if Alan Eric Kobayashi is right for you?