DB
DB

Daryl Bush

19 Years of Experience
Biloxi, MS
BrokerSells Insurance

Daryl Bush is a registered investment advisor at Centaurus Financial, INC., based in Biloxi, MS, with 19 years of industry experience. Daryl 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
38,049 clients
Average Client Portfolio
$193K average
Assets Under Management
$7.3B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

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%.

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Location

2574 Marcia Court, Suite B, Biloxi, MS, 39531

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Daryl uses Platinum Capital Advisors as a DBA for branding purposes. He also works as an insurance agent, spending a few hours per week selling Medicare supplements and fixed annuities, and as a financial advisor selling fixed annuities, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Centaurus Financial, INC.
March 2022 - Present · 4 yrs 2 mos
Centaurus Financial, INC.Broker
March 2022 - Present · 4 yrs 2 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
March 2019 - March 2022 · 3 yrs
Woodbury Financial Services, INC.
March 2019 - March 2022 · 3 yrs
Questar Asset Management, INC.
December 2016 - March 2019 · 2 yrs 3 mos
Questar Capital CorporationBroker
December 2016 - March 2019 · 2 yrs 3 mos
Ameritas Investment CORP.Broker
March 2013 - December 2016 · 3 yrs 9 mos
Ameritas Investment CORP
March 2013 - December 2016 · 3 yrs 9 mos
Investment Professionals, INC.Broker
February 2010 - February 2013 · 3 yrs
Investment Professionals, INC.
February 2010 - February 2013 · 3 yrs
Metlife Securities INC.
April 2009 - March 2010 · 11 mos
Metlife Securities INC.Broker
July 2008 - March 2010 · 1 yr 8 mos
UBS Financial Services INC.
September 2005 - April 2007 · 1 yr 7 mos
UBS Financial Services INC.Broker
August 2005 - April 2007 · 1 yr 8 mos
State Registrations3 states
LAMSTX
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.
Daryl Bush - Financial Advisor | TrueAdvisor