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David L Crane

Centaurus Financial, Inc.

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About David L Crane

David Crane is a financial advisor with Centaurus Financial, Inc. David has been in the financial industry since 1985 and is registered in several states. David is a Registered Representative with a strong track record of helping clients reach their financial goals. David has a proven ability to provide personalized financial planning, portfolio management, and investment advice. David is committed to helping clients build a secure financial future.

Firm Information

David Crane 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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David Crane’s Registration & Firm History

GA

01/08/2019 - Present

Centaurus Financial, Inc. (Winder GA)

GA

12/01/2006 - 12/18/2018

QUESTAR CAPITAL CORPORATION (DACULA GA)

GA

01/12/2004 - 12/01/2006

USALLIANZ SECURITIES, INC. (DULUTH GA)

GA

06/10/2002 - 12/31/2003

DEMPSEY FINANCIAL NETWORK, INC. (ATLANTA GA)

MA

03/05/1993 - 05/08/2002

SIGNATOR INVESTORS, INC. (BOSTON MA)

MA

03/05/1993 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

NY

09/06/1989 - 03/04/1993

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NA

03/20/1989 - 08/30/1989

INTEGRATED RESOURCES EQUITY CORPORATION

NA

08/12/1987 - 03/29/1989

OGILVIE & TAYLOR SECURITIES CORPORATION

NA

10/29/1986 - 08/04/1987

W. S. GRIFFITH & CO., INC.

NA

02/21/1985 - 12/01/1986

OGILVIE & TAYLOR SECURITIES CORPORATION

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Licenses & Designations

BOTH

Issued 12/21/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/24/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/16/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for David L Crane. Review regulatory record here.
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