Christopher Patrick Walsh

Employer firm

Centaurus Financial, Inc. CRD 30833

$9.74B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2004 → Present
  Independent Insurance Sales Agent
  Costa Mesa, CA
• 07/2004 → Present
  Christopher P. Walsh, Cfp
  Costa Mesa, CA
• 08/2009 → Present
  Centaurus Financial, Inc.
  Anaheim, CA

Previous Registrations

• 2009-01-02 → 2009-08-24
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2003-03-27 → 2009-01-02
  Raymond James Financial Services, Inc.
  Orange, CA

Other Businesses

OWNER, CHRISTOPHER P. WALSH, CFP, 23 CORPORATE PLAZA DRIVE, SUITE #150, NEWPORT BEACH, CA 92660. NON INVESTMENT RELATED SINCE 04/2004 AND I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. SALE OF FIXED LIFE INSURANCE, FIXED ANNUITY, LTC, LIFE & DISABILITY INSURANCE.

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-05-24
• S63 Uniform Securities Agent State Law Examination
  1992-12-16

Other Names

• Chris Walsh
• Christopher P Walsh