Unclaimed
Eric Brillant is a financial advisor with over 16 years of experience in the financial industry. Eric is currently registered with Centaurus Financial, Inc. in California, Florida, New Mexico, New York, and Washington. Eric has previously worked with LPL FINANCIAL LLC in Walnut Creek, CA, and Securian Financial Services, Inc. in San Mateo, CA. Eric holds Series 7 and Series 66 licenses. Eric specializes in providing financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Eric's firm, Centaurus Financial, Inc., is a financial services firm with offices in Anaheim, CA, and Walnut Creek, CA. The firm specializes in providing financial planning, investment management, and insurance services to individuals, businesses, and institutions.
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
11/13/2019 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
CA
08/13/2007 - 10/21/2019
LPL FINANCIAL LLC (WALNUT CREEK CA)
CA
03/27/2003 - 08/17/2007
SECURIAN FINANCIAL SERVICES, INC. (SAN MATEO CA)
BOTH
Issued 08/12/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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