Debbie Leemckenna Cavanaugh

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

• 12/1991 → Present
  West Coast Financial & Insurance Services Inc.
  Laguna Niguel, CA
• 02/2020 → Present
  Centaurus Financial Inc.
  Anaheim, CA
• 11/2013 → 01/2020
  Independent Financial Group
  San Diego, CA

Previous Registrations

• 2014-06-04 → 2020-02-05
  Independent Financial Group, Llc
  Coto De Caza, CA
  San Diego, CA

Other Businesses

Big Sky Advisors, non-investment related, 275 Triple Creek Drive, Kalispell, MT 59901, DBA for branding purposes, president, since 4/14/2022. MONTANA BAR FAIRIES POSITION: Board Member NATURE: Non-profit organization that is attempting to bring public awareness to the hazards of driving while under the influence. This is achieved through participating in parades and booths at local events. The goal is to achieve not only public awareness, but legislative changes. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/17/2025 ADDRESS: Kalispell MT 59901, United States DESCRIPTION: Board member of a 501(3)(c). Participating in public awareness events regarding the hazards of driving while under the influence.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-03
• S63 Uniform Securities Agent State Law Examination
  1984-06-15

Other Names

• Debbie Mckenna Cavanaugh
• Debbie Lee Mckennacavanaugh
• Debbie Lee Cavanaugh
• Debbie Lee Mckenna
• Debbie Mckenna
• Debbie Mckenna Little
• Debbie Lee Mckenna
• Debbie Leemckenna Cavanaugh
• Debbie M Cavanaugh