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Stacey Corbello

Centaurus Financial, INC.
20 Years of Experience
Lake Charles, LA
1 DisclosureBroker
View SEC Summary
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Stacey Corbello is a registered investment advisor at Centaurus Financial, INC., based in Lake Charles, LA, with 20 years of industry experience. Stacey 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

1906 Southwood Drive, Lake Charles, LA, 70605

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History

Regulatory History (1)
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
November 2011
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Stacey is a silent partner in Corbello Properties, LLC, which her ex-husband operates, and serves on the board of directors for the Better Business Bureau of Southwest Louisiana. She also uses Cor Wealth Management, LLC as a DBA for marketing purposes.

Employment History
Current Registrations
Centaurus Financial, INC.Broker
April 2021 - Present · 5 yrs 6 mos
Centaurus Financial, INC.
April 2021 - Present · 5 yrs 6 mos
Previous Registrations
Woodbury Financial Services, INC.
May 2019 - April 2021 · 1 yr 11 mos
Woodbury Financial Services, INC.Broker
March 2019 - April 2021 · 2 yrs 1 mo
Questar Capital CorporationBroker
November 2017 - March 2019 · 1 yr 4 mos
Cetera Investment Services LLCBroker
May 2014 - November 2017 · 3 yrs 6 mos
Essex National Securities, LLCBroker
May 2011 - May 2014 · 3 yrs
Uvest Financial Services Group, INC.Broker
July 2009 - June 2011 · 1 yr 11 mos
Wells Fargo Advisors, LLCBroker
January 2008 - July 2009 · 1 yr 6 mos
A. G. Edwards & Sons, INC.Broker
July 2006 - January 2008 · 1 yr 6 mos
State Registrations5 states
KSLAMNNCTX
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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