Patrick York Mclane
Investment adviser representative at Centaurus Financial, Inc.
13 yearsExperience
13 statesRegistered in
$9.7BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
13 years in the industry.
- Centaurus Financial, Inc.Jan 2023 to now
- Mclane AdvisorsJan 2013 to now
- USA Financial SecuritiesOct 2017 to Jan 2023
- National Planning CorporationMar 2015 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 13 states (AR, AZ, CO, FL, IA, ID, IN, NC, NV, OK, TX, UT, VA).
Centaurus Financial, Inc.
$9.7BAssets managed
45,336Clients
424Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4124287
- Firm CRD
- 30833