Centaurus Financial
46yrs
Top advisor by experience at Centaurus Financial
23yrs
Joel Archer is a fiduciary financial advisor in Anaheim, California, with 23 years in the industry. Joel joined Centaurus Financial in 2025, after six years at Independent Financial Group. Centaurus Financial offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 244 advisors with offices in Anaheim, and one of 215 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?More experience than 68% of advisors nationwide
Office2300 E. Katella Avenue Suite #200, Anaheim, CA 92806
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$213,989
Advisors at the firm429
States licensed ?2 states
Services through Centaurus Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsMarket timingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowCentaurus Financial, Inc.Current firm
- 2019 – 2025Independent Financial Group, LLCPreviously
Contact Joel
(714) 456-1790Centaurus Financial main office 2300 E. Katella Avenue Suite #200Anaheim, CA 92806Office · Get directions X (Twitter) pageCentaurus Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Joel
Tailored to Joel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Joel
How do I contact Joel?
Call Centaurus Financial at (714) 456-1790 and ask for Joel Archer. Joel works from the Anaheim, CA office.
How long has Joel been a financial advisor?
Joel has been in the industry since 2003, about 23 years. More experience than 68% of advisors nationwide.
What licenses does Joel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Joel a fiduciary?
Joel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Joel paid?
Centaurus Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Joel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Centaurus Financial
46yrs
Top 1% by experience in California
Primerica Advisors
44yrs
Top 1% by experience at Primerica Advisors
Centaurus Financial
44yrs
Top 1% by experience in California
Centaurus Financial
43yrs
Top 1% by experience in California
Primerica Advisors
43yrs
Top 1% by experience in California