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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Blueford Eberhardt is a financial advisor registered with Centaurus Financial, Inc. James has been in the industry since 1993. James is registered in several states including California, Colorado, Hawaii, Idaho, and Oregon. James has experience in providing financial planning and investment advice to both individuals and businesses. He also specializes in 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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2
CA
02/27/2019 - Present
Centaurus Financial, Inc. (Mission Viejo CA)
NY
08/19/2002 - 06/11/2003
WALL STREET FINANCIAL GROUP, INC. (VICTOR NY)
CA
01/23/2001 - 09/12/2002
CALIFORNIA FINANCIAL NETWORK, INC. (BAKERSFIELD CA)
CA
11/11/1998 - 01/16/2001
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
CA
07/02/1993 - 09/03/1998
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 02/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/1975
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
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