Centaurus Financial Again Named Among Top Independent Broker/dealers
Centaurus Financial Again Named Among Top Independent Broker/dealers
"One of the things I love about Centaurus is that we're No. 1 to them," says Representative The firm is ranked No. 18 in Financial Planning's '2024 IBD Elite' list
該公司在財務規劃的 「2024 IBD Elite」 名單中排名第 18 位
ANAHEIM, Calif., Sept. 10, 2024 /PRNewswire/ -- Centaurus Financial, Inc. has been named one of the top U.S. independent broker/dealers by Financial Planning, based on revenue. Its "2024 IBD Elite" list, the news service writes, proves that small and medium-size firms will be able to weather whatever financial storms are ahead.
加利福尼亞州阿納海姆，2024年9月10日 /PRNewswire/ — 根據收入，Centaurus Financial, Inc.被財務規劃評爲美國頂級獨立經紀商/交易商之一。該新聞社寫道，其 「2024年IBD Elite」 名單證明，中小型企業將能夠抵禦未來的任何金融風暴。
Small and medium-size IBDs are "evolving to meet the demands of financial advisors and their clients, in some ways more quickly and effectively than the largest conglomerates," FP writes. That's certainly true of Centaurus, which is ranked at No. 18 for the second year in a row.
FP寫道，中小型IBD 「正在發展以滿足財務顧問及其客戶的需求，在某些方面，比最大的企業集團更快、更有效。」半人馬座確實如此，它連續第二年排名第18位。
"One of the things I love about Centaurus is that we're No. 1 to them," says Representative Mark Woodfield, who's been with Centaurus since 2008. Centaurus representatives are all independent. "They're working for us," Woodfield says. "It is truly a family where people are sharing ideas, trying to help other people succeed."
自2008年以來一直在半人馬座工作的衆議員馬克·伍德菲爾德說：「我喜歡半人馬座的一點是，我們在他們中排名第一。」半人馬座的代表都是獨立的。伍德菲爾德說：「他們在爲我們工作。」「這確實是一個大家庭，人們分享想法，努力幫助他人成功。」
Woodfield exemplifies the loyalty representatives feel toward Centaurus. He's been with the firm for 16 years, but even representatives who have joined the broker/dealer more recently feel positive about their experience.
伍德菲爾德體現了代表們對半人馬座的忠誠度。他在公司工作了16年，但即使是最近加入經紀商/交易商的代表也對自己的經歷感到樂觀。
Juliet Magee is a CFP with Milestones Financial Services in Annapolis, Maryland. The firm joined Centaurus in February 2023. The transition was a major undertaking, Magee says.
朱麗葉·馬吉是馬里蘭州安納波利斯里程碑金融服務公司的首席財務官。該公司於 2023 年 2 月加入 Centaurus。馬吉說，過渡是一項重大任務。
"Centaurus helped us a lot with organizing what we needed to address to prepare for that transition. They worked with us to make it easier for us to get the data in an expedited manner." She added, "We've been really happy with Centaurus."
「Centaurus在組織需要解決的問題以準備過渡方面爲我們提供了很多幫助。他們與我們合作，使我們能夠更輕鬆地快速獲取數據。」她補充說：「我們對半人馬座非常滿意。」
Centaurus continues to maintain its standing in the top 25 of independent broker/dealers in the U.S. Total revenue in 2023, the last year for which figures are available, was $202.5 million.
Centaurus繼續保持其在美國獨立經紀商/交易商前25名中的地位。2023年，即有數據可查的最後一年，總收入爲2.025億美元。
About Centaurus Financial
關於半人馬金融
Headquartered in Anaheim, California, Centaurus Financial, Inc. is a national independent financial services company registered and licensed to offer securities, investment advisory services and insurance products. Centaurus Financial is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC). Centaurus Financial is registered as a broker/dealer and Registered Investment Adviser with the Securities and Exchange Commission (SEC). For more information about Centaurus Financial, please visit centaurusfinancial.com.
Centaurus Financial, Inc. 總部位於加利福尼亞州阿納海姆，是一家註冊並獲准提供證券、投資諮詢服務和保險產品的全國性獨立金融服務公司。Centaurus Financial是金融業監管局（FINRA）和證券投資者保護公司（SIPC）的成員。Centaurus Financial已在美國證券交易委員會（SEC）註冊爲經紀商/交易商和註冊投資顧問。有關 Centaurus Financial 的更多信息，請訪問 centaurusfinancial.com。
Contact:
Maryanne Dell
[email protected]
聯繫人：
瑪麗安·戴爾
[電子郵件保護]
SOURCE Centaurus Financial, Inc.
來源 Centaurus Financial, Inc
