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Marie Goforth albarian

Centaurus Financial, Inc.

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About Marie Goforth albarian

Marie Goforth albarian is a financial advisor with over 35 years of experience in the industry. Marie is registered with Centaurus Financial, Inc., and is currently licensed in Arizona, New Jersey, Texas, and Virginia. Marie has a wide range of experience in the financial services industry, including working with high-net-worth individuals, corporations, and individuals other than high-net-worth. Marie's experience and knowledge can be helpful in providing financial planning and investment advice to clients. Marie provides a variety of services to clients, including financial planning, portfolio management for individuals and businesses, and educational seminars. Marie also offers a variety of compensation arrangements, including fixed fees, hourly charges, and a percentage of assets.

Firm Information

Marie Goforth albarian 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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Marie Goforth albarian’s Registration & Firm History

TX

06/11/2019 - Present

Centaurus Financial, Inc. (San Antonio TX)

TX

01/10/2017 - 05/20/2019

CAPITAL FINANCIAL SERVICES, INC. (San Antonio TX)

TX

09/08/2009 - 08/09/2016

LPL FINANCIAL LLC (SAN ANTONIO TX)

TX

01/02/1998 - 09/08/2009

MUTUAL SERVICE CORPORATION (SAN ANTONIO TX)

MD

03/07/1996 - 12/31/1997

THE ADVISORS GROUP, INC. (BETHESDA MD)

NJ

04/28/1983 - 02/07/1996

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NA

02/09/1987 - 03/24/1987

LOWRY FINANCIAL SERVICES CORPORATION

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Licenses & Designations

BC

Issued 08/29/1983

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1999

Series 7 - General Securities Representative Examination

BC

Issued 04/16/1983

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Marie Goforth albarian. Review regulatory record here.
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