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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Kilpatrick is a financial advisor with Centaurus Financial, Inc. Colin is a Certified Financial Planner and has over 14 years of experience in the financial industry. Colin is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 66, SIE and Series 7 licenses. Colin has previously worked with Geneos Wealth Management, Inc. and Edward Jones. Colin is committed to providing personalized financial advice to individuals, families, and businesses. Colin specializes in portfolio management, financial planning, and retirement planning.
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.
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CA
12/06/2021 - Present
Centaurus Financial, Inc. (CAMARILLO CA)
CA
07/01/2015 - 02/17/2016
GENEOS WEALTH MANAGEMENT, INC. (IRVINE CA)
CA
08/05/2010 - 07/08/2015
CENTAURUS FINANCIAL, INC. (CAMARILLO CA)
CA
04/27/2010 - 08/03/2010
CENTAURUS FINANCIAL, INC. (CAMARILLO CA)
CA
10/22/2009 - 12/24/2009
EDWARD JONES (VENTURA CA)
BOTH
Issued 11/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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