A complete list of active advisors currently associated with Centurion Wealth Management LLC
Warmer can help you find a great advisor at Centurion Wealth Management LLC or one who fits your needs even better.
Centurion Wealth Management LLC provides investment advice to individual clients through non‑discretionary asset management and by recommending third‑party managers. The firm acts as a liaison to those third‑party managers, assisting with paperwork, delivering disclosures, and monitoring performance while receiving a portion of TPM advisory fees. Investment strategies are tailored to each client’s stated goals, time horizon and risk tolerance and may draw on fundamental, technical, charting and cyclical analysis. Because CWM operates on a non‑discretionary basis it obtains client approval before executing transactions and conducts quarterly reviews of accounts and any TPM relationships. A notable aspect of the firm is its overlap with insurance activities: the managing member is also a licensed insurance agent and devotes a significant portion of time to insurance business, and the firm discloses receipt of commissions and referral fees as potential conflicts that are addressed through disclosures and fiduciary policies. The firm also does not vote client proxies, relies on custodians to deliver account statements directly to clients, and places all advisory oversight with a single managing member.
To learn more about the advisors currently working at Centurion Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Suwanee, GA
| 8
|
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