Orion Willis
Orion Willis is a ChFC-designated registered investment advisor at Centaurus Financial, INC., based in Sun City West, AZ, with 26 years of industry experience. Orion 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
13843 W. Meeker Blvd., Suite #105, Sun City West, AZ, 85375
Get directionsHistory
Regulatory History (2)
Criminal
October 2009Criminal
September 1996Other Business Activities
Orion is involved in several outside business activities. These include inventing electronic devices, serving as a board member for Prime Wealth Advisors LLC and Orion Willis Financial Services LLC, and managing Zot Farming operations, dedicating minimal time to each.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Previous Registrations
Invest Financial Corporation
Invest Financial CorporationBroker
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations34 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
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