Invested Better
Unclaimed

Unclaimed

Unclaimed

Vernon Lloy Henifin

Centaurus Financial, Inc.

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

About Vernon Lloy Henifin

Vernon Henifin is a financial professional with over 20 years of experience in the industry. Vernon currently works with Centaurus Financial, Inc. and has a history of working with several firms like Sammons Securities Company, LLC, Walnut Street Securities, Inc., Trusted Securities Advisors Corp., MONY Securities Corporation, and New England Securities. Vernon is registered with the state of Oregon, Washington and Nevada. Vernon has earned the Series 6, Series 62, Series 63, and Series 22 licenses and also holds the SIE certification. Vernon specializes in Financial Planning, Pension Consulting, Educational Seminars, Market Timing Services, Publication of Periodicals, Selection of Other Advisers, Portfolio Management for Businesses, and Portfolio Management for Individuals.

Firm Information

Vernon Henifin 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

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.

Vernon Henifin’s Registration & Firm History

WA

02/04/2020 - Present

Centaurus Financial, Inc. (SPOKANE WA)

OR

02/09/2002 - 12/09/2011

SAMMONS SECURITIES COMPANY, LLC (TIGARD OR)

CA

06/18/2001 - 02/09/2002

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

03/05/2001 - 06/18/2001

TRUSTED SECURITIES ADVISORS CORP. (NEW YORK NY)

NY

07/18/2000 - 06/13/2001

MONY SECURITIES CORPORATION (NEW YORK NY)

CA

11/19/1998 - 07/10/2000

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NY

12/24/1997 - 11/12/1998

NEW ENGLAND SECURITIES (NEW YORK NY)

Not sure if Vernon Lloy Henifin is right for you?

Licenses & Designations

IA

Issued 04/29/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2008

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 08/16/2006

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 12/23/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Vernon Lloy Henifin.
Not sure if Vernon Lloy Henifin is right for you?