Charles Hamilton roe Burling
Investment adviser representative at Centaurus Financial, Inc.
11 yearsExperience
2 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
11 years in the industry.
- Centaurus Financial, Inc.Oct 2024 to now
- Academy Jiu Jitsu and KickboxingMar 2024 to Oct 2024
- Postal Annex Anaheim HillsNov 2022 to Mar 2024
- California State University FullertonJul 2022 to Oct 2022
- California State University FullertonAug 2020 to Jun 2022
- Postal Annex PlacentiaOct 2018 to Aug 2020
- Postal Annex Anaheim HillsSep 2017 to Oct 2018
- SubwayAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
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
- 7991570
- Firm CRD
- 30833