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Christina Eugenie Kinsey

Advisor at Centaurus Financial, Inc. — Palm Coast, FL

Updated today

Credentials

Series 63, Series 65

Experience

32 years

Location

Palm Coast, FL

Centaurus Financial, Inc. logo

Centaurus Financial, Inc.

Enterprise

Total advisors

429

Across 196 offices

Clients per advisor

105 High

Avg AUM per client

$213,989 Very Low

HNW client ratio

1% Very Low

About

Christina Kinsey is a financial advisor with Centaurus Financial, Inc. in Palm Coast, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has been with Centaurus Financial since 1999 and also has long-term affiliations with Columbia Turiel, Investment Alliance, and Copper Penny. Outside of her advisory work, she serves as president of Landmark Tax & Investment Services Inc., a tax preparation and notary service firm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a mix of fundamental and technical analysis within both discretionary and non-discretionary arrangements.

Client services

Based on Centaurus Financial, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Based on Centaurus Financial, Inc.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning

Occupation focus

Based on Centaurus Financial, Inc.

Founder/Business Owner

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Fee options

Percentage

$0+: Up to 2.25% annually (flat or tiered depending on program) $25,000+: Up to 2.25% annually (varies by program)

Commissions

Commissions may be charged for certain products, e.g., annuities or alternative investments sold through affiliated Broker-Dealer for which client pays commissions instead of advisory fees initially.

Project-based

Hourly fees may be charged for financial planning and consulting services; specifics are negotiable and vary by client circumstances.

Other

Account minimum: $25,000 Fee-only: Annual asset-based advisory fees, negotiable, with maximum up to 2.25% depending on program selected. Fee may be flat or tiered schedule.

Location

See office

Palm Coast, FL

Palm Coast FL

Advisors at this office

1

Most active in

California · Florida · Oregon · Washington

Work history

32 years of industry experience

Centaurus Financial, Inc.

1999 - Present • 27 years

Portland, OR

Columbia Turiel

1998 - Present • 28 years

Portland, OR

Investment Alliance

1993 - Present • 33 years

Clackamas, OR

Copper Penny

1993 - Present • 33 years

Portland, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Orlando J

Series 66

Palm Coast, FL

Johnson Wealth Management, LLC

Orlando Johnson is the principal advisor of Johnson Wealth Management, LLC in Palm Coast, FL, holding a Series 66 designation and bringing 14 years of industry experience. He founded and serves as Senior Advisor to the Prosperity Seekers Investment Club, a local investment partnership established in 2002. Johnson Wealth Management serves individual investors, charitable organizations, and corporations with portfolio management, financial planning, and consulting services using tailored strategies that incorporate client objectives and risk tolerance. The firm offers both discretionary and non-discretionary portfolio management with ongoing monitoring and rebalancing.

Wealth management Cash flow / budgeting
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Neal A

Series 65

Palm Coast, FL

Albert Capital Management LLC

Neal Albert is a financial advisor at Albert Capital Management LLC in Palm Coast, FL, holding a Series 65 designation with five years of industry experience. He has worked with Albert Capital Management since 2021 and has previously held roles at Grabber Construction Products and Allied Building Materials. Albert Capital Management LLC provides non-discretionary financial planning, advisory consulting, and portfolio management services to individuals, trusts, estates, and charitable organizations. The firm focuses on strategic asset allocation using diversified, low-cost mutual funds and ETFs, offers customized Investment Policy Statements, and conducts ongoing educational seminars.

General tax planning Wealth management Retirement income strategy Cash flow / budgeting
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Martin A

Series 65, Series 63

Palm Coast, FL

Baffin Advisors LLC

Martin Anidjar is the founder and sole advisor at Baffin Advisors LLC, an independent firm based in Palm Coast, FL. He holds Series 65 and Series 63 licenses and has been working with Baffin Advisors since 2009. Baffin Advisors provides discretionary portfolio management exclusively to high-net-worth non-U.S. individuals. The firm uses a medium-term global macro investment framework with experience in emerging markets, offering personalized portfolio allocations across multiple asset classes to suit client objectives and risk profiles.

Wealth management Passive / index investing Active portfolio management Cross-border / expatriate tax planning HENRY (High Earners, Not Rich Yet)
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Philip H

Series 63, Series 65

Palm Coast, FL

FL Group, Inc.

Philip Hotz II is an investment advisor at FL Group, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes roles at Gradient Advisors, LLC and USFEDS, as well as over four decades as an independent insurance agent. Hotz is also a Notary Public. FL Group, Inc. serves individual and high-net-worth clients by recommending and facilitating access to third-party money managers rather than directly managing client assets. The firm focuses on evaluating registered managers for suitability, assisting clients with onboarding, and monitoring manager performance through periodic reviews.

Active portfolio management Wealth management
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Keith W

CFP®, Series 65

Palm Coast, FL

Capstone Investment Management LLC

Keith Wiltfong is a CFP® and Series 65 credentialed advisor with 12 years of industry experience. He is the sole advisor at Capstone Investment Management LLC and has been involved with affiliated entities including an insurance agency and a home and auto business. Wiltfong operates as a licensed insurance agent, dedicating a significant portion of his time to that role alongside his advisory duties. Capstone Investment Management LLC serves individual and high-net-worth clients by providing fee-based financial planning, qualified plan consulting, and discretionary portfolio management. The firm uses fundamental, technical, and cyclical analysis to tailor portfolios and plans to each client’s objectives and risk tolerance, managing approximately $62 million in assets across 243 client relationships.

General retirement planning Social Security optimization College savings (529s, UTMA, etc.) General tax planning Wealth management
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Carter H

Series 63, Series 66

Palm Coast, FL

REAP in Wealth Management, LLC

Carter Hatch is a financial advisor with REAP In Wealth Management, LLC, holding Series 63 and Series 66 designations and over 15 years of industry experience. His prior roles include positions at Clark Capital Management Group, Hanlon Investment Management, Northern Lights Distributors, Foreside Financial Services, and Private Client Services. REAP In Wealth Management provides fee-based wealth management and financial planning services to individual and high-net-worth clients, utilizing personalized consultations and a range of investment strategies including fundamental, technical, and cyclical analysis. The firm implements portfolios directly and through sub-advisors, offering retirement, estate, cash flow, and tax planning as part of its services.

General retirement planning
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