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David Crane

Centaurus Financial, INC.
41 Years of Experience
Winder, GA
5 DisclosuresBrokerSells Insurance
View SEC Summary
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David Crane is a registered investment advisor at Centaurus Financial, INC., based in Winder, GA, with 41 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 5 more. Their firm serves 45,336 clients with $9.7B in assets under management.

Centaurus Financial, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
441 advisors
Number of Clients
45,336 clients
Average Client Portfolio
$215K average
Assets Under Management
$9.7B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum advisory fee is 2.25% for most programs (1.50% for annuity and variable life management, 1.35% for adviser-directed accounts). Fees are negotiable at the discretion of the representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Winder, GA

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History

Regulatory History (5)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
March 2018
Judgment / Lien
October 2011
Judgment / Lien
November 2010
Judgment / Lien
February 2010
Customer Dispute
July 2004
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

David works as an insurance agent selling insurance to retail customers, dedicating minimal time to this activity. He also owns Advanced Retirement Solutions, a financial services business, and spends nearly full-time soliciting and servicing clients.

Employment History
Current Registrations
Centaurus Financial, INC.
December 2018 - Present · 7 yrs 10 mos
Centaurus Financial, INC.Broker
December 2018 - Present · 7 yrs 10 mos
Previous Registrations
Questar Asset Management, INC.
June 2010 - December 2018 · 8 yrs 6 mos
Questar Capital CorporationBroker
December 2006 - December 2018 · 12 yrs
Usallianz Securities, INC.Broker
January 2004 - December 2006 · 2 yrs 11 mos
Dempsey Financial Network, INC.Broker
June 2002 - December 2003 · 1 yr 6 mos
Signator Investors, INC.Broker
March 1993 - May 2002 · 9 yrs 2 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1993 - May 1997 · 4 yrs 2 mos
Guardian Investor Services CorporationBroker
September 1989 - March 1993 · 3 yrs 6 mos
Integrated Resources Equity CorporationBroker
March 1989 - August 1989 · 5 mos
Ogilvie & Taylor Securities CorporationBroker
August 1987 - March 1989 · 1 yr 7 mos
W. S. Griffith & CO., INC.Broker
October 1986 - August 1987 · 10 mos
Ogilvie & Taylor Securities CorporationBroker
February 1985 - December 1986 · 1 yr 10 mos
State Registrations9 states
ALCAFLGAMSNCNYTNTX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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