| Advisor Profile |
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| Name: |
Phillip Matheson |
| Phone Number: |
(714) 705-6658 |
| Website: |
Visit Website
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| Request More Information |
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Business Description |
The Centennial Group is well-qualified to provide you with innovate strategies and the expertise needed to help you take control of your financial future. Our firm is based on a solid foundation dedicated to listening and responding specifically to our clients’ financial needs. By focusing on the long-term objectives of our professional relationships, we can provide recommendations tailored to the financial life you aspire to enjoy.
We offer an approach to comprehensive portfolio management where we view your assets as the means, not the end, because money means little without purpose. Our team strives to develop investment plans that increase both wealth and satisfaction, so that each client may create the life and legacy of their dreams. |
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General Information |
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| Insurance License#: |
CA # 0F90104
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| Name of Broker/Dealer: |
Financial Telesis
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| Name of Custodial Firm: |
Pershing- Bank of New York Mellon
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| States Licensed in: |
California
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| Years of Experience in Financial Services: |
3
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| Number of Years with Current Firm: |
1
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| Work Experience: |
401k Plans
Defined Benefits
IRA
Roth IRA
Investment Planning
Income Investments
Insurance
Mutual Funds /ETF
Equities
Bonds
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| I work with the following types of clients: |
Non-Profit Organizations, Businesses, Individual Investors
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Services |
| Investment Types: |
Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Insurance, Commodities, Mutual Funds, Options & Futures, Mortgages & Real Estate, Alternative Investments, Socially Responsible Investments (SRI)
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Qualifications & Memberships |
| Securities Licenses: |
Series 7, Series 66
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| Insurance and Annuity Licenses: |
Annuity, Variable Annuity, Long Term Care, Variable Life, Life
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Firm Information |
| Number of Advisors in Office: |
10 - 99 employees
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| I work with clients as part of a team: |
Yes
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| Firm's Number of Planning Clients: |
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| Advisor's Number of Clients: |
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Compliance |
| Registered Investment Advisor: |
Yes
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| Registered Representative: |
Yes
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| Investment Advisor Representative: |
Yes
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| Compliance Disclosures in Last 5 years: |
I have a clean record
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| Criminal Disclosures in Last 5 years: |
I have a clean record
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Compensation & Fees |
| Fee Structure: |
I am a fee-based financial professional
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| Minimum Portfolio Size for New Managed Accounts: |
50,000.00
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| Compensation Methods: |
Commissions, Flat Fee
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| Prepared By: |
Phillip Matheson |
Frequently Asked Questions |
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| Q. |
What is your approach to 401 K plan rollovers? |
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How long does the process of rolling over a 401K plan usually take? |
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What financial institutions do you represent? |
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How many years of experience do you have? |
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What are your fees for this service? |
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How many 401K rollover clients do you currently manage? |
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Why should I roll over my 401K plan to your firm? |
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Do you provide a free initial consultation? |
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