Flower Mound, TX Office

Team
Updated today

Client AUM

$9,670,998,815

Clients

45,194

Advisors

2

Of 427 advisors across 196 offices

Location

6021 Morriss Road, Suite #114

Flower Mound TX 75028

Advisors at this office

2

Advisors at this office

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William B

Series 63, Series 65

Flower Mound, TX

Centaurus Financial, Inc.

William Burks II is a financial advisor at Centaurus Financial, Inc. with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Centaurus Financial since 2000. Burks also serves as a consultant for fintech firms involved in platform development and branding. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized services such as retirement-plan consulting and advisory management of annuity and variable life sub-accounts.

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

Series 63, Series 66

Flower Mound, TX

Centaurus Financial, Inc.

William Burks III is a financial advisor at Centaurus Financial, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and has been with Centaurus Financial since 2019. Outside of his advisory role, Burks serves as president of a general contracting company and is co-owner of an exotic animal breeding farm. 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 a range of financial planning and portfolio management services through its CLASSIC Plus platform, utilizing a variety of investment analyses and both discretionary and non-discretionary account arrangements.

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