Invested Better
Portfolio Management for Investment Companies Advisors in Sandy Springs, Georgia
3 Results
Unclaimed

Centaurus Financial, Inc.

location

SANDY SPRINGS, GA

experience

26 Years Experience

0 Disclosures

ADVISOR BIO

Adam Brett Simon is a financial professional with over 20 years of experience in the industry. Adam Brett Simon is currently registered with Centaurus Financial, Inc. and is based in Sandy Springs, Georgia. Adam Brett Simon has also held previous positions at J.P. Turner & Company, L.L.C., LH ROSS & COMPANY, INC., BILTMORE SECURITIES, INC. and DEAN WITTER REYNOLDS INC.. Adam Brett Simon holds a Series 63, 65, 7, 24, 27, 31, 4, 52TO, 53, 55, 57TO, 79TO, 99TO and SIE license. Adam Brett Simon specializes in providing financial advice to individuals, corporations, and high-net-worth individuals. Adam Brett Simon's firm, Centaurus Financial, Inc., offers a range of investment services, including financial planning, portfolio management, and educational seminars.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Centaurus Financial, Inc.

location

SANDY SPRINGS, GA

experience

17 Years Experience

0 Disclosures

ADVISOR BIO

Phillip Buchanan is a financial professional with over 15 years of experience in the industry. Phillip is currently registered with Centaurus Financial, Inc. and specializes in providing financial planning, pension consulting, and portfolio management services to individuals, corporations, and high-net-worth clients. Phillip holds Series 7, Series 63, SIE, and Series 99TO licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Centaurus Financial, Inc.

location

SANDY SPRINGS, GA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Tyler McAfee is a registered representative with Centaurus Financial, Inc. in Sandy Springs, GA. Tyler McAfee has 17 years of experience in the financial industry. Tyler McAfee is also licensed to conduct business in Georgia. Prior to joining Centaurus Financial, Inc. Tyler McAfee was registered with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and J.P. TURNER & COMPANY, L.L.C..

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Market Timing Services
Publication of Financial Periodicals