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Alexis K Reynoso

7 Years of Experience
BrokerSells Insurance
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

Riverside, CA

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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 ActivitiesSells Insurance

Alexis is a junior partner at Empire Financial Benefits, Inc. and also works as a sales representative for Blue Shield and Kaiser, assisting clients with medical questions and placement, dedicating a few hours per week to each. Additionally, Alexis works as a certified tax preparer, spending minimal time on this activity.

Employment History
Current Registrations
Centaurus Financial, INC.
January 2019 - Present · 7 yrs 1 mo
Centaurus Financial, INC.Broker
May 2018 - Present · 7 yrs 9 mos
State Registrations8 states
CACOFLMTNVORVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.