Bradford Creger
Bradford Creger is a registered investment advisor at Centaurus Financial, INC., based in Newport Beach, CA, with 32 years of industry experience. Bradford operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 38,049 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Centaurus Financial's advisors manage client accounts through various programs, charging an annual fee based on the amount invested. Fees are negotiable and can be a flat percentage or tiered, where the rate decreases as the portfolio value increases. Additional charges may include transaction fees, custodial fees, and internal fund fees.
Maximum advisory fees:
- Alpha, Beta, ABJ, Omega, Delta: 2.25%
- AA & VL: 1.50%
- Adviser-Directed: 1.35%
- FlexUMA: 2.25%
Third-Party Money Managers (TPMMs) charge fees ranging from 1.00% to 3.00%.
Location
4695 Macarthur Court, 11th Floor, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bradford is involved in several business activities, including insurance sales, tax services, retirement plan administration, and financial planning. He dedicates about 10-20% of his time to Total Financial Resources Insurance Associates, Inc. for fixed insurance sales and policy servicing, and another 10-20% of his time to BFF Insurance Services, Inc. for group insurance and P&C insurance sales.
Employment History
Current Registrations
Centaurus Financial, INC.
Centaurus Financial, INC.Broker
Bff Wealth Management, INC.
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
First Allied Advisory Services, INC.
First Allied Securities, INC.
First Allied Securities, INC.
First Allied Securities, INC.Broker
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Alliance Advisory & Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.