Unclaimed Profile

Allen Scott Peters

CENTAURUS FINANCIAL, INC.·ANAHEIM, California

SIE, Series 27, Series 99TOCENTAURUS FINANCIAL, INC.

2300 EAST KATELLA, ANAHEIM, CA 92806CRD# 3160672Firm CRD# 30833

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allen Scott Peters · ANAHEIM, CA

Registration

CRD #3160672 · CENTAURUS FINANCIAL, INC.

Brand Profile

Not yet started

Registrations & Exams

FINRA examinations passed

SIE

Series 27

Series 99TO

Disclosure History

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Source: SEC IAPD. Resolutions may have changed since.

Firm Overview

Firm

CENTAURUS FINANCIAL, INC.

CRD 30833 · SEC 801-56882

AUM

$6.3B

Regulatory assets under management

Employees

580

34,053 client accounts

Services offered by CENTAURUS FINANCIAL, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

Other advisory services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at CENTAURUS FINANCIAL, INC. →

Introduction

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Frequently Asked Questions

What services does Allen Scott Peters offer?

Allen Scott Peters specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ANAHEIM, California for a consultation.

What are Allen Scott Peters's credentials?

Allen Scott Peters is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allen Scott Peters located?

Allen Scott Peters is based in ANAHEIM, California, working with CENTAURUS FINANCIAL, INC.. Their office serves clients in the ANAHEIM metropolitan area and surrounding communities.

How does Allen Scott Peters charge for services?

Allen Scott Peters's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CENTAURUS FINANCIAL, INC.?

CENTAURUS FINANCIAL, INC. has approximately 580 employees and manages $6.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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