TM
Todd W. Mclane
CENTAURUS FINANCIAL
Montgomery, TX 77356
Some features on this profile are disabled
CRD#: 1026829
TM
Professional summary
Todd Wayne Mclane, who also goes by Todd Mclane, is a registered financial advisor currently at CENTAURUS FINANCIAL, INC. located in Montgomery, Texas.
Todd is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1982. Todd has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Todd Mclane
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. THE MCLANE AGENCY/MCLANE ADVISORS, 10415 PARK DR., #109, TOMBALL, TX 77377. DBA FOR BRANDING PURPOSES ONLY. 2. INVESTMENT ADVISOR REPRESENTATIVE, TODD MCLANE INC. 23107 KOBS ROAD, TOMBALL, TX 77377. NON INVESTMENT RELATED SINBCE 4/1982. ESTABLISHED/OPENED JUST IN CASE NEEDED. NO ACTIVITY. 3. RENTAL PROPERTY, NON INVESTMENT RELATED SINCE 11/2019. PASTURE LAND RENTED TO INDIVIDUAL TO KEEP 3 HORSES ON LAND. 4. AGENT, TODD MCLANE, 10415 PARK DR., #109, TOMBALL, TX 77377. INVESTMENT RELATED SINCE 10/2010 AND I SPEND APPROX. 5 HOURS PER MONTH ON THIS ACTIVITY. LIFE AND FIXED ANNUITY SALES. 5. MCLANE ASSET MANAGEMENT LLC POSITION: owner NATURE: established to pay operating expenses and payroll INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 08/26/2016 ADDRESS: 18001 Hwy 105 W, ste 108, Montgomery TX 77356, United States DESCRIPTION: owner of LLC for the use of expenses and payroll 6. MCLANE ADVISORS POSITION: owner/insurance agent NATURE: DBA for branding and marketing INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2007 ADDRESS: 18001 Hwy 105 W, Ste. 108, Montgomery TX 77356, United States DESCRIPTION: DBA for marketing insurance 7. MCLANE ADVISORS POSITION: owner NATURE: name of entity we operate under for branding and marketing INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 105 START DATE: 10/15/2007 ADDRESS: 18001 Hwy 105 W, Ste. 108, Montgomery TX 77356, United States DESCRIPTION: marketing, insurance agent
CRS (Client Relationship Summary) - RIA
Click below to view Todd Wayne Mclane's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Todd Wayne Mclane's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 19, 2023 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 18001 West Highway 105 Suite #108, Montgomery, TX 77356RIA
BD
CRD#: 30833
Montgomery, TX
Current
January 19, 2023 - Present
CENTAURUS FINANCIAL, INC.
Office #1: 18001 West Highway 105 Suite #108, Montgomery, TX 77356RIA
BD
CRD#: 30833
Montgomery, TX
Past
October 16, 2017 - January 20, 2023
USA FINANCIAL SECURITIES LLC
RIA
CRD#: 103857
Tomball, TX
Past
October 16, 2017 - January 20, 2023
USA FINANCIAL SECURITIES LLC
BD
CRD#: 103857
Tomball, TX
Past
September 2, 2009 - October 18, 2017
NATIONAL PLANNING CORPORATION
RIA
CRD#: 29604
TOMBALL, TX
Past
September 2, 2009 - October 18, 2017
NATIONAL PLANNING CORPORATION
BD
CRD#: 29604
TOMBALL, TX
Past
February 27, 2009 - September 4, 2009
FSC SECURITIES CORPORATION
RIA
CRD#: 7461
TOMBALL, TX
Past
February 27, 2009 - September 4, 2009
FSC SECURITIES CORPORATION
BD
CRD#: 7461
TOMBALL, TX
Past
January 4, 2000 - February 27, 2009
ADVANTAGE CAPITAL CORPORATION
RIA
CRD#: 146
TOMBALL, TX
Past
January 4, 2000 - February 27, 2009
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
TOMBALL, TX
Past
November 3, 1992 - December 31, 1999
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Past
November 1, 1990 - November 5, 1992
USLIFE EQUITY SALES CORP.
BD
CRD#: 7962
NEW YORK, NY
Past
November 4, 1983 - October 2, 1990
ADVANTAGE CAPITAL CORPORATION
BD
CRD#: 146
ATLANTA, GA
Past
March 24, 1982 - September 27, 1984
USLIFE EQUITY SALES CORP.
BD
CRD#: 7962
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(4/2/2025)
RR
Arkansas(4/10/2025)
RR
California(4/2/2025)
RR
Colorado(4/2/2025)
RR
Florida(4/2/2025)
RR
Georgia(4/3/2025)
RR
Idaho(4/2/2025)
RR
Iowa(4/7/2025)
RR
Louisiana(4/2/2025)
RR
Maryland(4/7/2025)
RR
Mississippi(4/7/2025)
RR
Nevada(4/2/2025)
RR
New Mexico(4/2/2025)
RR
New York(4/3/2025)
RR
North Carolina(4/7/2025)
RR
Ohio(4/2/2025)
RR
Oklahoma(4/2/2025)
RR
Oregon(4/8/2025)
RR
South Carolina(4/3/2025)
RR
Tennessee(4/2/2025)
RR
Texas(1/19/2023)
IAR
Texas(1/19/2023)
RR
Utah(4/3/2025)
RR
Virginia(4/2/2025)
RR
West Virginia(4/7/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CF
CENTAURUS FINANCIAL, INC.
CENTAURUS FINANCIAL, INC.
CRD#: 30833 / SEC#: 801-56882, 8-45185
RIA
Registered Investment Advisory firm - SEC (10/8/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
2300 E. Katella Avenue Suite 200, Anaheim, CA 92806
Mailing Address
2300 E. Katella Avenue Suite #200, Anaheim, CA 92806
Phone number
(714) 456-1790
Established
California since 08/27/1992
Firm type
Corporation
Fiscal year end
April
Firm Size
Large
# of Employees
580
SEC notice filing (53 States and Territories)
FINRA licenses (53 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| FEDERATION OF FINANCIAL SERVICES | OWNER | |
| KREMER, STEPHEN MARK | OWNER | 1188829 |
| RUBINO, MICHAEL PETER | OWNER | 1188940 |
| DUHOVIC, JEROME VICTOR | DIRECTOR/EVP/CHIEF ADMINISTRATIVE OFFICER | 2123754 |
| DUHOVIC, JEROME VICTOR | CHIEF COMPLIANCE OFFICER | 2123754 |
| KING, JAMES RONALD SR | DIRECTOR/CHAIRMAN OF THE BOARD/CEO | 269927 |
| KING, PAUL J | DIRECTOR/GENERAL COUNSEL | 5017845 |
| KING, WESTLEY HAYES | DIRECTOR/PRESIDENT | 2527676 |
| LEJMAN, SHERI J | CFO/SVP/PRINCIPAL FINANCIAL OFFICER AND PRINCIPAL OPERATIONS OFFICER |
Regulatory assets under management
| Total Number of Accounts | 38,049 |
| AUM (Assets Under Management) | $ 7,336,108,151 |
Disclosures
| Regulatory Event | 18 |
| Arbitration | 8 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CENTAURUS FINANCIAL, INC.
CRD#: 30833Montgomery, TX 77356TRUST BUT VERIFY
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