Centurion Wealth Management LLC- Financial Advisor McLean, VA

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About Centurion Wealth Management, LLC

Centurion Wealth is a true independent firm built on a foundation of sound ethics, mutual respect and deep integrity. We are free from conflicts of interest and are not beholden to any organization, investment company or products. This enables us to guide our clients toward their financial goals in an unhindered fashion. Our consistent, long-term approach to wealth management and quality portfolio construction means we are not chasing returns and we are not swayed by temporary headlines. Instead, we focus on the fundamentals of investing and financial planning. We are only interested in helping our clients achieve their financial goals through holistic planning and helping our clients assets grow in a manner consistent with their unique objectives.

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

10-19

Firm CRD#

317929

Name of Custodial Firm

Fidelity, Charles Schwab, TD Ameritrade (merging with Charles Schwab)

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Retirement Planning, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Portfolio Management

Compliance

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, CPWA^®, ChFC^®, CIMA^®

Securities Licenses

Series 7, Series 63, Series 65

Insurance and Annuity Licenses

Annuity, Health, Life, Variable Annuity, Long Term Care, Variable Life

Financial Organization Memberships

Financial Planning Association (FPA)

Firm Information

Assets Managed by Firm

$600,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets, Flat Fee

Education

Bachelor of Arts - Double Major: Business Management and Economics

Washington College

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of Firm. The Firm pays cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885592/paladinregistry-Centurion-Wealth-Management,-LLC-detailed-disclosure.html

Disclaimer

Investment advisory services are offered through Centurion Wealth Management, LLC, a federally registered investment adviser.

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Centurion Wealth Management, LLC