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Paul Lawrence Newton

Centaurus Financial, Inc.

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About Paul Lawrence Newton

Paul Newton is a financial advisor with Centaurus Financial, Inc. Paul has been in the financial services industry for over 30 years. He has a broad range of experience providing financial advice to individuals and businesses. Paul is licensed to offer securities and investment advisory services in multiple states, including District of Columbia, Florida, and Maryland. Paul has a strong commitment to providing personalized financial advice and helping his clients achieve their financial goals. Paul is also a licensed tax preparer and owns PLN & Associates, Inc., a tax preparation firm.

Firm Information

Paul Newton 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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Paul Newton’s Registration & Firm History

VA

02/05/2019 - Present

Centaurus Financial, Inc. (LEESBURG VA)

MD

08/27/2018 - 01/21/2019

SECURITIES AMERICA, INC. (BOWIE MD)

MD

10/21/2010 - 08/17/2018

CENTAURUS FINANCIAL, INC. (BOWIE MD)

DC

04/20/2010 - 10/07/2010

ALLSTATE FINANCIAL SERVICES, LLC (WASHINGTON DC)

MD

09/25/2006 - 03/31/2010

CENTAURUS FINANCIAL, INC. (BOWIE MD)

MD

06/13/2001 - 09/26/2006

USALLIANZ SECURITIES, INC. (BOWIE MD)

MA

01/02/1996 - 07/10/2001

MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)

VA

09/24/1992 - 12/29/1995

MASON SECURITIES, INC. (RESTON VA)

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Licenses & Designations

BC

Issued 08/07/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/11/1994

Series 7 - General Securities Representative Examination

BC

Issued 09/21/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Paul Lawrence Newton. Review regulatory record here.
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