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Steven Timothy Foss

Centurion Counsel Inc.

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About Steven Timothy Foss

Steven Timothy Foss is a financial advisor with Centurion Counsel Inc. Steven Foss has over 24 years of experience in the financial services industry. Steven Timothy Foss holds Series 4, 7, 24, 31, 55, 63 and 65 licenses, as well as the SIE exam. Steven Foss has also passed the General Securities Principal Examination (Series 24) and the Registered Options Principal Examination (Series 4). Prior to working with Centurion Counsel Inc., Steven Foss held positions at Centurion Institutional Services, Inc., IMS Securities, Inc., Royal Alliance Associates, Inc., and PIM Financial Services, Inc. Steven Timothy Foss is registered to provide investment advice in California, Pennsylvania and Texas.

Firm Information

Steven Foss is currently registered with Centurion Counsel Inc.. Centurion Counsel Inc. is an investment advisor based in [LOCATION]. They have 3 investment adviser representatives and manage $58,456,535 in regulatory assets under management for 143 accounts. The firm provides portfolio management for individuals and participates in wrap fee programs.

$58.46M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Steven Foss’s Registration & Firm History

CA

01/22/2020 - Present

Centurion Counsel Inc. (SAN DIEGO CA)

CA

01/24/2005 - 12/31/2012

CENTURION INSTITUTIONAL SERVICES, INC. (ESCONDIDO CA)

CA

10/20/2008 - 05/17/2011

IMS SECURITIES, INC. (ESCONDIDO CA)

AZ

03/13/2002 - 02/11/2005

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

CA

09/28/2001 - 05/17/2002

CENTURION INSTITUTIONAL SERVICES, INC. (ESCONDIDO CA)

CA

12/15/1995 - 03/13/2002

PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)

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Licenses & Designations

IA

Issued 07/28/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/14/2000

Series 4 - Registered Options Principal Examination

BC

Issued 10/01/1999

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/23/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 09/21/1999

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 12/14/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Steven Timothy Foss.
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