Page Michele Morgan
Investment adviser representative at Centaurus Financial, Inc.
6 yearsExperience
3 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
6 years in the industry.
- Centaurus Financial, Inc.Nov 2021 to now
- Morrison FinancialSep 2021 to now
- UnemployedJul 2021 to Sep 2021
- Goldman SachsJun 2017 to Jun 2021
- Ernst and YoungSep 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 3 states (CO, MT, TX).
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
- 6815386
- Firm CRD
- 30833