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Donna Seymour

Centaurus Financial, INC.
36 Years of Experience
Winter Haven, FL
5 DisclosuresBrokerSells Insurance
View SEC Summary
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Donna Seymour is a registered investment advisor at Centaurus Financial, INC., based in Winter Haven, FL, with 36 years of industry experience. Donna 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
442 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

799 Overlook Drive, Winter Haven, FL, 33884

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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.
Customer Dispute
April 2024
Settled
Customer Dispute
October 2023
Settled
Customer Dispute
July 2023
Denied
Customer Dispute
January 2023
Settled
Customer Dispute
June 2022
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Donna is an Investment Adviser Representative with Ingram Advisory Services, dedicating about half her time to managing client investments. She is also the Owner/Chief Operational Officer/Insurance Agent for Ingram Financial Group, Inc., spending a few hours per week selling fixed annuities.

Employment History
Current Registrations
Centaurus Financial, INC.Broker
July 2016 - Present · 10 yrs 3 mos
Ingram Advisory Services, LLC
September 2009 - Present · 17 yrs 1 mo
Previous Registrations
Centaurus Financial, INC.
August 2019 - December 2020 · 1 yr 4 mos
Investors Capital Advisory
August 2009 - December 2010 · 1 yr 4 mos
Investors Capital CORP.Broker
August 2009 - July 2016 · 6 yrs 11 mos
Banc of America Investment Services, INC.
May 2008 - August 2009 · 1 yr 3 mos
Banc of America Investment Services, INC.Broker
April 2008 - August 2009 · 1 yr 4 mos
Metlife Securities INC.
December 2005 - May 2008 · 2 yrs 5 mos
Metlife Securities INC.Broker
December 2005 - May 2008 · 2 yrs 5 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
Citistreet Financial Services LLC
October 2001 - January 2006 · 4 yrs 3 mos
Citistreet Equities LLCBroker
September 2001 - December 2005 · 4 yrs 3 mos
Allen & Company of Florida, INC.Broker
January 2000 - August 2001 · 1 yr 7 mos
Jefferson Pilot Securities CorporationBroker
September 1999 - December 1999 · 3 mos
Wma Securities, INC.Broker
February 1997 - December 1999 · 2 yrs 10 mos
Fidelity Brokerage Services, INC.Broker
May 1994 - February 1995 · 9 mos
Fidelity Investments Institutional Services Company, INC.Broker
September 1991 - May 1994 · 2 yrs 8 mos
Fidelity Brokerage Services, INC.Broker
March 1991 - September 1991 · 6 mos
Fidelity Brokerage Services, INC.Broker
November 1987 - February 1991 · 3 yrs 3 mos
State Registrations23 states
ARAZCACOFLGAHIINKSKYMEMINJNYOHOKPASCTNTXUTVAWA
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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