John
Lefler

Centaurus Financial, Inc

CRD#7867404
Investment Advisor
in Montgomery, TX

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About this Advisor

John Lefler is a financial advisor based in Montgomery, Texas, working with Centaurus Financial, Inc. John has previously worked at Centaurus Financial Inc, Ken Ashworth & Associates, Conroe Cars And Classies, Vip-Kid Online Teaching, Western Govenor'S University, University Nevada Las Vegas, College Of Southern Nevada, Mclane Partners, and Mad Lab Print Shop. John has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, John is part of Centaurus Financial, Inc, which operates in Montgomery, Texas. The firm has 280 offices and 580 employees. Centaurus Financial, Inc manages assets totaling $6.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, market timing services, and educational seminars. The fee structure at Centaurus Financial, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

18001 West Highway 105 Suite #108
Montgomery, TX 77356

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Centaurus Financial, Inc Brokerage Details

Total Assets Under Management

$6,276,899,920

TX Average: $7,578,581,321
Total Number of Employees

580

TX Average: 43
Total Number of Accounts

34,053

TX Average: 3,727
Average Account Size

$184,327

TX Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Market timing services
  • Educational seminars/workshops

John Lefler Work History

2024 - Present (1 year)

Centaurus Financial Inc

2024 - Present (1 year)

Mclane Partners

2022 - 2023 (1 year)

Conroe Cars And Classies

2020 - 2022 (2 years)

Ken Ashworth & Associates

2020 - 2024 (4 years)

Mad Lab Print Shop

2019 - 2020 (1 year)

Vip-Kid Online Teaching

2019 - 2019 (< 1 year)

Western Govenor'S University

2017 - 2019 (2 years)

University Nevada Las Vegas

2012 - 2016 (4 years)

College Of Southern Nevada

Disclosures

Please visit the SEC profile of John Lefler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Centaurus Financial, Inc

Juliet Magee
Leesburg, VA
Wilmer Cordoba
Anaheim, CA
Sean Bennett
Tucson, AZ
Dylan Linsky
Anaheim, CA
Evan Harris
Hayden, ID
Ralph Capristo
Allentown, PA
Martin Scalzo
Westlake Village, CA
William Burks
Flower Mound, TX

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