Lady Lake, FL Office

Team
Updated today

Client AUM

$9,670,998,815

Clients

45,194

Advisors

2

Of 426 advisors across 196 offices

Location

871 Hwy 466, Suite 702

Lady Lake FL 32159

Advisors at this office

2

Advisors at this office

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Anthony D

Series 66

Lady Lake, FL

Centaurus Financial, Inc.

Anthony Desjardins is a financial advisor with Centaurus Financial, Inc. in Lady Lake, FL, holding a Series 66 designation and bringing 10 years of industry experience. He has worked at Centaurus Financial since 2017 and previously at Newbridge Securities Company from 2015 to 2017. Desjardins is also the managing member of Desjardins Retirement Solutions, LLC, a Florida-licensed insurance agency. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management using multiple analytical approaches, with 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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Sherri D

Series 63, Series 66

Lady Lake, FL

Centaurus Financial, Inc.

Sherri Desjardins is a financial advisor with Centaurus Financial, Inc. She holds Series 63 and Series 66 licenses and has 12 years of industry experience. Prior to joining Centaurus Financial in 2017, she worked at Newbridge Securities from 2014 to 2017. Additionally, she is the managing member of Desjardins Retirement Solutions LLC, a Florida-registered insurance agency that sells life, health, and fixed annuities. 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 its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services, employing a combination of fundamental and technical analysis across 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
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