Marc Linsky
Marc Linsky is a CFP-designated registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 40 years of industry experience. Marc operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2020Other Business ActivitiesSells Insurance
Marc is the president of E Street Financial, a DBA for branding purposes, and an agent with Linsky Financial Group, spending about 10% of his time preparing presentations about IULs, whole life, and LTC. He is also a managing partner at L3 Family Wealth Partners, disclosed for branding purposes only.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Centaurus Financial, INC.
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Lincoln Financial Securities CorporationBroker
Lincoln Financial Securities Corporation
Securities America Advisors, INC.
Securities America, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Prudential Securities IncorporatedBroker
Painewebber IncorporatedBroker
Lehman Brothers INC.Broker
Smith Barney, Harris Upham & CO., IncorporatedBroker
E. F. Hutton & Company INCBroker
State Registrations21 states
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.