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Overview

Services

Advisor Services

  • Pension Consulting
    • -401k
    • -403b
    • -457
    • -Defined Benefit
    • -Other Pension Consulting
  • Portfolio Management

Funds

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Lifestyle Financial Advisors 3 years, 12 months Apr 2016 - Present
Lifestyle Asset Management, Inc. dba Centurion Advisors Corp. 9 years, 1 month Mar 2011 - Present
Lifestyle Asset Management, Inc. dba Centurion Advisors Corp. FRIENDSWOOD, TX 9 years, 1 month Mar 2011 - Present
Sowell Management Services 2 years, 3 months Apr 2009 - Jul 2011

Designations & Memberships

  • Accredited Investment Fiduciary
    Designation
    Accredited Investment Fiduciary
    The Accredited Investment Fiduciary® (AIF®) designation represents a thorough knowledge of and ability to apply the fiduciary practices.
  • Chartered Financial Analyst
    Designation
    Chartered Financial Analyst
    Widely considered the gold standard for investment professionals, this six decade old charter is only given to designees who can demonstrate competence, integrity, and dedication to the field of investment management.

Articles and Answers

Insights by Paul Jackson

Zeroing in on Mutual Fund Expenses
Published 2016-02-10 14:43:15
    *Articles are published by advisors without compensation.

    Answers

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    There are no answers for this advisor to display at this time.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      1
    • as of date
      Dec 14, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      1
    • as of date
      Dec 14, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Centurion Advisors Corp.

    Last updated on Feb. 6, 2020
      • $211.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 865
        Accounts
      • $244.2K
        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets
    • Hourly Charges