Donna Seymour
Donna Seymour is a registered investment advisor at Centaurus Financial, INC., based in Winter Haven, FL, with 36 years of industry experience. Donna 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
799 Overlook Drive, Winter Haven, FL, 33884
Get directionsHistory
Regulatory History (5)
Customer Dispute
April 2024Customer Dispute
October 2023Customer Dispute
July 2023Customer Dispute
January 2023Customer Dispute
June 2022Other 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
Ingram Advisory Services, LLC
Previous Registrations
Centaurus Financial, INC.
Investors Capital Advisory
Investors Capital CORP.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Allen & Company of Florida, INC.Broker
Jefferson Pilot Securities CorporationBroker
Wma Securities, INC.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Investments Institutional Services Company, INC.Broker
Fidelity Brokerage Services, INC.Broker
Fidelity Brokerage Services, INC.Broker
State Registrations23 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.