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Steven Timothy Foss

CRD# 2415079·Registered 1995 - 2025
Previously Registered: Being a previously registered professional could mean that Steven is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Steven Timothy Foss was a registered financial advisor. Steven was a previously registered financial professional and started their career in finance 1995 - 2025. Steven had worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 55, Series 7, Series 4 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

30 years in the financial services industry

Current & Past Employments

CENTURION COUNSEL INC·CRD# 110083
RIA
San Diego, CA
January 22, 2020 - June 18, 2025
CENTURION COUNSEL INC·CRD# 110083
RIA
San Diego, CA
August 28, 2019 - December 31, 2019
CEROS FINANCIAL SERVICES, INC.·CRD# 37869
BD
San Diego, CA
January 2, 2015 - December 31, 2024
IMS SECURITIES, INC.·CRD# 35567
BD
Escondido, CA
October 20, 2008 - May 17, 2011
CENTURION INSTITUTIONAL SERVICES, INC.·CRD# 33531
BD
Escondido, CA
January 24, 2005 - December 31, 2012
OSAIC WEALTH, INC.·CRD# 23131
BD
Scottsdale, AZ
March 13, 2002 - February 11, 2005
CENTURION INSTITUTIONAL SERVICES, INC.·CRD# 33531
BD
Escondido, CA
September 28, 2001 - May 17, 2002
PIM FINANCIAL SERVICES, INC.·CRD# 10547
BD
San Marcos, CA
December 15, 1995 - March 13, 2002

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Current Firm

CC
CENTURION COUNSEL INC

CENTURION COUNSEL INC | CENTURION COUNSEL,INC.

CRD#: 110083 / SEC#: 801-21350
RIA
Registered Investment Advisory firm - SEC (5/14/2020 Terminated)
California
Registered Investment Advisory firm - California (3/12/2020 Approved)
Pennsylvania
Registered Investment Advisory firm - Pennsylvania (4/21/2020 Approved)
Texas
Registered Investment Advisory firm - Texas (4/23/2020 Approved)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

4995 Murphy Canyon Road Suite 300, San Diego, CA 92123

Phone Number

(619) 391-2383

# of Employees

3

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

52

AUM (Assets Under Management)

$57,357,467

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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) CENTURION COUNSEL, INC.,4995 MURPHY CANYON ROAD, SUITE 300, SAN DIEGO, CA 92123, INVESTMENT RELATED, INVESTMENT ADVISOR/OPERATIONS, ASSET MANAGEMENT, OPERATIONS MANAGER, START DATE: 8/1/1993, 120 HRS PER MO, 5 HRS PER MO DURING TRADING HRS, SALARY COMPENSATION, DAILY OPERATIONS FOR CENTURION COUNSEL, OPENING NEW ACCOUNTS, CLIENT SERVICES

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 1997About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Dec 1995About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Mar 2000About the Series 31 exam

Series 55 — Limited Representative-Equity Trader Exam

Passed Sep 1999

Series 7 — General Securities Representative Examination

Passed Dec 1995About the Series 7 exam

Series 4 — Registered Options Principal Examination

Passed Feb 2000About the Series 4 exam

Series 24 — General Securities Principal Examination

Passed Oct 1999About the Series 24 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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