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Julia Coburn

Centaurus Financial, INC.
23 Years of Experience
Santa Barbara, CA
3 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Julia Coburn is a registered investment advisor at Centaurus Financial, INC., based in Santa Barbara, CA, with 23 years of industry experience. Julia 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

3902 State Street, Suite #101, Santa Barbara, CA, 93105

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History

Regulatory History (3)
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.
Judgment / Lien
September 2018
Judgment / Lien
September 2017
Employment Separation After Allegations
December 2008
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Julia sells long-term care and long-term disability insurance, and possibly fixed life insurance, to safety members in California through NPFBA, dedicating minimal time. She is also a notary public and a field agent for Team Alvarez Insurance Services, providing Medicare coverage to clients and prospects, spending a few hours per week on this.

Employment History
Current Registrations
Centaurus Financial, INC.
May 2021 - Present · 5 yrs 5 mos
Centaurus Financial, INC.Broker
September 2017 - Present · 9 yrs 1 mo
Previous Registrations
Centaurus Financial, INC.
September 2017 - December 2019 · 2 yrs 3 mos
Crown Capital Securities, L.P.Broker
February 2017 - September 2017 · 7 mos
Crown Capital Securities, L.P.
February 2017 - September 2017 · 7 mos
Bcn Financial, INC.
February 2012 - October 2017 · 5 yrs 8 mos
Quest Securities, INC.
April 2009 - February 2017 · 7 yrs 10 mos
Quest Securities, INC.Broker
April 2009 - February 2017 · 7 yrs 10 mos
Metlife Securities INC.Broker
October 2008 - December 2008 · 2 mos
Nylife Securities LLCBroker
November 2006 - October 2008 · 1 yr 11 mos
Metlife Securities INC.
July 2004 - October 2006 · 2 yrs 3 mos
Metlife Securities INC.Broker
November 2003 - October 2006 · 2 yrs 11 mos
Metropolitan Life Insurance CompanyBroker
June 2003 - October 2006 · 3 yrs 4 mos
MML Investors Services, INC.Broker
December 2002 - February 2003 · 2 mos
American Express Financial Advisors, INC.
October 2002 - December 2002 · 2 mos
American Express Financial Advisors INC.Broker
October 2002 - December 2002 · 2 mos
Ids Life Insurance CompanyBroker
October 2002 - December 2002 · 2 mos
State Registrations5 states
CACOIDINTX
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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