linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Andrew Montgomery

Centaurus Financial, Inc.

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

About Michael Andrew Montgomery

Michael Montgomery is a financial advisor with over 20 years of experience in the financial services industry. Michael is currently registered with Centaurus Financial, Inc. and offers a wide range of financial services including financial planning, portfolio management, and insurance products. Michael is also a Certified Public Accountant (CPA) and has extensive experience in tax and accounting. Michael is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Michael Montgomery 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.

Michael Montgomery’s Registration & Firm History

TX

08/29/2018 - Present

Centaurus Financial, Inc. (TEMPLE TX)

TX

02/26/2002 - 09/29/2006

USALLIANZ SECURITIES, INC. (TEMPLE TX)

Not sure if Michael Andrew Montgomery is right for you?

Licenses & Designations

BOTH

Issued 01/29/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/25/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Andrew Montgomery.
Not sure if Michael Andrew Montgomery is right for you?