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Edison White

Advisor at Centaurus Financial, Inc. — Denton, NC

Updated today

Credentials

Series 65, Series 63

Experience

1 year

Location

Denton, NC 27239

Centaurus Financial, Inc. logo

Centaurus Financial, Inc.

Enterprise

Total advisors

427

Across 195 offices

Clients per advisor

106 High

Avg AUM per client

$213,989 Very Low

HNW client ratio

1% Very Low

About

Edison White is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds Series 65 and Series 63 credentials. Prior to joining Centaurus Financial, he worked at Orion Financial and has experience in other roles including teaching. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base that includes individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, utilizing both discretionary and non-discretionary arrangements alongside a variety of analytical approaches.

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

Denton, NC

56 W. Salisbury Road, Suite I

Denton NC 27239

Advisors at this office

2

Most active in

California · North Carolina · South Carolina · Utah · Virginia

Work history

1 year of industry experience

Centaurus Financial Inc.

2025 - Present • 1 year

Anaheim, CA

Orion Financial

2024 - 2024 • 1 year

High Point, NC

Orion Financial

2023 - 2023 • 1 year

High Point, NC

Governors Club

2022 - 2024 • 2 years

Chapel Hill, NC

UNC-CH

2021 - 2024 • 3 years

Chapel Hill, NC

Gray Stone Day School

2017 - 2021 • 4 years

Miseuheiuer, NC

Erwin Middle School

2014 - 2017 • 3 years

Salisbury, NC

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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Charles T

Series 66

Lexington, NC

Hornor, Townsend & Kent, LLC

Charles Taylor is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and over 20 years of industry experience. He has worked with Hornor Townsend And Kent, Inc. since 2007 and has a background in CPA services, currently serving as a partner at Taylor & Parsley, CPAs, PLLC. Outside of financial advising, Taylor is involved in corporate training and coaching through a family business and serves on the advisory board of Truist Lexington, focusing on community involvement. Hornor, Townsend & Kent provides advisory and brokerage services to individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers a range of investment programs and financial planning solutions, employing both discretionary and non-discretionary account management with third-party asset managers under a dual-registered adviser and broker-dealer framework.

Business succession planning Wealth management
user avatar

John H

Series 63, Series 65

Denton, NC

Centaurus Financial, Inc.

John Halley IV is a financial advisor with Centaurus Financial, Inc. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. Halley has been with Centaurus Financial since 2011. Outside of his advisory role, he plays guitar in a musical band called TRAINWRECK. 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, retirement-plan consulting, and specialized advisory services using both discretionary and non-discretionary arrangements.

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

Berott M

Series 66

Linwood, NC

Fidelity

Berott Mathnov is a Benefits & Planning Consultant for Executive Services at Fidelity Investments, a role held since 2024. In this capacity, Berott assists clients in designing and executing financial plans by utilizing employer-sponsored benefits and adopting a holistic approach to financial planning. Prior to joining Fidelity Investments, Berott worked as a Strategic Communications Manager at Robinhood from 2020 to 2022 and as a Client Relationship Consultant at TIAA from 2017 to 2020. These positions contributed to a diverse background in client relations and strategic communication within the financial services industry. Outside of professional pursuits, Berott enjoys a variety of outdoor activities including beach visits, gardening, horseback riding, outdoor adventures, scuba diving, and skiing.

Exec comp design Retirement income strategy Income planning General retirement planning Executive
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