Glen Allen, VA Springfield Road Office

Team
Updated today

Client AUM

$9,670,998,815

Clients

45,194

Advisors

2

Of 426 advisors across 197 offices

Location

3954 Springfield Road

Glen Allen VA 23060

Advisors at this office

2

Advisors at this office

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Sonji T

Series 63, Series 66

Glen Allen, VA

Centaurus Financial, Inc.

Sonji Tucker is a financial advisor at Centaurus Financial, Inc. with 28 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at several firms including J.W. Cole Financial, Inc. and GF Investment Services, LLC. Outside of advisory work, she is involved in financial education through workshops and courses and participates as a speaker on budgeting credit at Richmond Heritage Federal Credit Union. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through the CLASSIC Plus platform, employing both discretionary and non-discretionary investment arrangements and various analytical approaches.

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

Series 63, Series 65

Glen Allen, VA

Centaurus Financial, Inc.

Aaron Smith is a financial advisor with Centaurus Financial, Inc. in Glen Allen, VA, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with Centaurus Financial since 1996 and has held concurrent roles at Interstate Specialty Marketing, Primerica Financial Services, and Richmond Federal Credit Union. Outside of his advisory work, Smith hosts a non-interactive radio show discussing money and lifestyle topics and is an author of several financial books. He also facilitates church education meetings, teaches wealth-building modules focused on African American generational legacy, and educates federal employees on government benefits. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm delivers financial planning and portfolio management through the CLASSIC Plus platform, offering discretionary and non-discretionary arrangements and utilizing a mix of fundamental, technical, bottom-up, and top-down analysis in its investment approach.

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