Elias Reyna
Elias Reyna is a registered investment advisor at Centaurus Financial, INC., based in Anaheim, CA, with 26 years of industry experience. Elias 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
2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2024Customer Dispute
September 2024Other Business ActivitiesSells Insurance
Elias operates Reyna Wealth Management as a DBA for branding purposes since 2004. He also sells health insurance through Anthem Blue Cross, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
State Farm Vp Management CORP.Broker
Financial Network Investment CorporationBroker
Guaranty Brokerage Services, INC.Broker
Linsco/private Ledger CORP.Broker
Linsco/private Ledger CORP.
Guaranty Brokerage Services, INC.Broker
Capital Brokerage CorporationBroker
Painewebber IncorporatedBroker
State Registrations1 state
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.