Denise Lynn Mccoy
Investment adviser representative at Centaurus Financial, Inc.
9 yearsExperience
1 stateRegistered 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
9 years in the industry.
- Centaurus Financial, Inc.Jul 2025 to now
- Unitek Learning EducationApr 2025 to Jun 2025
- UnemployedMar 2025 to Apr 2025
- InteletravelJul 2023 to Mar 2025
- TranontMay 2020 to Dec 2020
- The Vanguard Group, Inc.Oct 2016 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6716396
- Firm CRD
- 30833