Oscar Raul Mondragon
Investment adviser representative at Centric Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$211.3MFirm assets
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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
Experience
10 years in the industry.
- Cetera Investment Advisers LLCMay 2026 to now
- Cetera Investment Services LLCMay 2026 to now
- Centric Advisors, LLCMay 2016 to now
- Centric Advisors, LLC (formerly Majors & Mondragon, LLC)May 2016 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (TX).
Centric Advisors, LLC
$211.3MAssets managed
943Clients
4Advisers
5 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
- 6134876
- Firm CRD
- 282477