Keith Epps
Keith Epps is a registered investment advisor at Centaurus Financial, INC., based in Columbia, SC, with 30 years of industry experience. Keith 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
Columbia, SC
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1997Other Business ActivitiesSells Insurance
Keith is an agent for BlueCross/BlueShield since 1996, dedicating a few hours per week to this activity. He is also an agent for Golden Rule Health Insurance since 2009, spending minimal time on accident and health insurance sales.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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
More Advisors
- Amy Cain, CFPEdward Jones
- William Mason, CFPIndependent Advisor Alliance, LLC
- William Jeter, CFAAbacus Planning Group, INC.
- George Starnes, ChFCNorthwestern Mutual Investment Services,llc
- David Kirkpatrick, CFPSouthstate Private Capital Management LLC
- Kyle Rasmussen, CFP, ChFCMML Investors Services, LLC