Advisor at Centaurus Financial, Inc.
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Location
Denton, NC 27239
Credentials
Series 63, Series 65
Industry experience
17 years
John Halley IV is an Investment Adviser Representative with Centaurus Financial, Inc., holding Series 63 and Series 65 credentials and 17 years of industry experience. He 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 services through a network of independent representatives to individuals, families, small businesses, corporations, retirement plans, foundations, trusts, and estates. The firm offers financial planning, investment management, access to third-party managers, and retirement-plan advisory services.
Based on Centaurus Financial, Inc.
Based on Centaurus Financial, Inc.
$0+: up to 2.25% annually (maximum advisory fee) $25,000+: up to 1.50% annually for Advisory Annuity and Variable Life Management programs $25,000+: 1.35% annually for Adviser-Directed program
Commission may be received on sales of annuities, variable life policies, and alternative investments purchased through affiliated Broker-Dealer; advisory fees waived for 12 months following purchase if commission received
Financial planning and consulting services fees are negotiable and may be charged on an hourly basis, specific rates not stated
Account minimum: $25,000 Fee-only: Negotiable fees, generally asset-based, ranging up to 2.25% annually for most advisory programs; financial planning fees negotiable based on services provided; TPMM advisory fees range from 1.00% to 3.00%
56 W. Salisbury Road, Suite I
Denton, NC 27239
California · Colorado · Florida · Kentucky · Maine · New Jersey · North Carolina · Ohio · Pennsylvania · South Carolina · Utah · Virginia
Centaurus Financial, Inc.
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 66
Lexington, NC
Hornor, Townsend & kent, LLC
Charles Taylor is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and over 20 years of industry experience. He has worked at Hornor Townsend and Kent since 2007 and is a partner at Taylor & Parsley, CPAs, PLLC. Outside of his advisory role, Taylor is involved in corporate training and coaching through Taylor Training and Development, and he serves as a partner in a CPA practice focusing on accounting and tax services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.
Series 63, Series 65
Denton, NC
Centaurus Financial, Inc.
Edison White is a financial advisor at Centaurus Financial, Inc. with one year of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Orion Financial and Governors Club. Outside of advising, he assists clients with Medicare supplement and Advantage plan applications. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, retirement plans, and estates. The firm offers financial planning, investment management, and access to third-party managers, utilizing a combination of fundamental and technical analysis along with model portfolios and overlay management.
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