Michael Seymour
Michael Seymour is a registered investment advisor at Centaurus Financial, INC., based in Winter Haven, FL, with 38 years of industry experience. Michael 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
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
Location
799 Overlook Drive, Winter Haven, FL, 33884
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2023Regulatory
September 2022Customer Dispute
March 2016Other Business ActivitiesSells Insurance
Michael is the owner of Retirement Consultants Inc. and Ingram Financial Group, Inc., and a managing member of Ingram Advisory Services, LLC, dedicating a few hours per week to each. He also works as a tax preparer, dedicating a few hours per week to this activity, and is an insurance agent through Ingram Financial Group, Inc.
Employment History
Current Registrations
Centaurus Financial, INC.Broker
Ingram Advisory Services, LLC
Previous Registrations
Investors Capital Advisory
Investors Capital CORP.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Allen & Company of Florida, INC.Broker
The Dreyfus Service CorporationBroker
Barnett Investments, INC.Broker
Key Investments INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
Nylife Securities INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations19 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.
Exams
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