Unclaimed
Bradley Dehaven is a financial professional with Centaurus Financial, Inc. Bradley has been in the financial services industry since 1989 and has extensive experience working with both individual and corporate clients. Bradley holds the Series 7, Series 24, and Series 63 licenses and has a proven track record of success in providing comprehensive financial planning and investment management services. Bradley is committed to building long-term relationships with clients and helping them achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
01/03/2017 - Present
Centaurus Financial, Inc. (Fair Oaks CA)
CA
01/19/2016 - 12/31/2016
ALLSTATE FINANCIAL SERVICES, LLC (APTOS CA)
CA
03/11/2005 - 12/31/2015
LPL FINANCIAL LLC (CAPITOLA CA)
CA
09/24/2001 - 03/14/2005
QUEST SECURITIES, INC. (FAIR OAKS CA)
MN
01/04/1996 - 12/31/1999
FORTIS INVESTORS, INC. (OAKDALE MN)
IN
04/14/1993 - 11/21/1995
PHILADELPHIA LIFE ASSET PLANNING COMPANY (CARMEL IN)
TX
09/07/1990 - 08/13/1991
GRAND FINANCIAL, INC. (ADDISON TX)
NJ
10/03/1986 - 03/09/1989
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
01/03/1986 - 10/16/1986
PRUDENTIAL-BACHE SECURITIES INC.
NA
01/08/1985 - 12/10/1985
DARNALL, KEMNA & CO., INC.
NA
08/02/1984 - 12/17/1984
LASATER & COMPANY
NA
11/23/1983 - 07/30/1984
COLLINS & ASSOCIATES, INC.
NA
09/21/1983 - 10/10/1983
COLLINS, LOCKE & LASATER, INC.
BC
Issued 09/21/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/31/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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