AA
AA

Anissa M Attard

24 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
429 advisors
Number of Clients
34,052 clients
Average Client Portfolio
$184K average
Assets Under Management
$6.3B

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

2300 E. Katella Avenue, Suite #200, Anaheim, CA, 92806

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Anissa operates under the DBA Integrite Financial for branding purposes as a financial advisor since 2018. She is also an affiliate for Strong Confident Living, coaching/affiliate for referrals, dedicating minimal time to this activity.

Employment History
Current Registrations
Centaurus Financial, INC.
October 2012 - Present · 13 yrs 4 mos
Centaurus Financial, INC.Broker
October 2012 - Present · 13 yrs 4 mos
Previous Registrations
J.P. Turner & Company, L.L.C.Broker
November 2010 - October 2012 · 1 yr 11 mos
PFS Investments INC.Broker
January 2007 - July 2010 · 3 yrs 6 mos
PFS Investments INC.Broker
November 2000 - December 2006 · 6 yrs 1 mo
State Registrations6 states
AZCACOHIMITX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.