linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Levi Delany Anderson

Centaurus Financial, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Levi? Claim Your Profile

About Levi Delany Anderson

Levi Delany Anderson is a Registered Representative and Investment Advisor Representative who has been in the financial services industry since November 2020. Levi is currently affiliated with Centaurus Financial, Inc. Levi is registered with FINRA and state regulators in Texas, Oklahoma, and Mississippi. Levi has passed the Series 7TO, SIE, and Series 66 exams. Levi has experience in portfolio management for individuals and businesses, financial planning, pension consulting, educational seminars, and market timing services. Levi also provides other services such as selection of other advisers and publication of periodicals.

Firm Information

Levi Anderson 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Levi Anderson’s Registration & Firm History

TX

01/06/2021 - Present

Centaurus Financial, Inc. (SAN ANTONIO TX)

TX

09/15/2020 - 10/27/2020

FSC SECURITIES CORPORATION (SAN ANTONIO TX)

Not sure if Levi Delany Anderson is right for you?

Licenses & Designations

BOTH

Issued 11/24/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/12/2020

Series 7TO - General Securities Representative Examination

BC

Issued 03/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Levi Delany Anderson.
Not sure if Levi Delany Anderson is right for you?