Ronald J. Mclane

CENTAURUS FINANCIAL

San Antonio, TX 78232

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CRD#: 329183

Professional summary

Ronald Joseph Mclane SR, who also goes by Ron Mclane, Ronald Joseph Mclane, is a registered financial advisor currently at CENTAURUS FINANCIAL, INC. located in San Antonio, Texas.

Ronald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1972. Ronald has worked at 9 firms and has passed the Series 7TO, SIE and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ron Mclane | Ronald Joseph 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Joseph Mclane SR's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Ronald Joseph Mclane SR's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 16, 2020 - Present

CENTAURUS FINANCIAL, INC.

Office #1: 16845 Blanco Road Suite #104, San Antonio, TX 78232

RIA

CRD#: 30833

San Antonio, TX

Current

October 16, 2020 - Present

CENTAURUS FINANCIAL, INC.

Office #1: 16845 Blanco Road Suite #104, San Antonio, TX 78232

RIA

CRD#: 30833

San Antonio, TX

Past

February 27, 2009 - October 20, 2020

FSC SECURITIES CORPORATION

RIA

CRD#: 7461

SAN ANTONIO, TX

Past

February 27, 2009 - October 20, 2020

FSC SECURITIES CORPORATION

CRD#: 7461

SAN ANTONIO, TX

Past

January 24, 2000 - February 27, 2009

ADVANTAGE CAPITAL CORPORATION

RIA

CRD#: 146

SAN ANTONIO, TX

Past

January 24, 2000 - February 27, 2009

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

SAN ANTONIO, TX

Past

September 20, 1996 - December 31, 1999

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

Past

January 31, 1991 - October 31, 1995

MONY SECURITIES CORPORATION

CRD#: 4386

NEW YORK, NY

Past

November 19, 1989 - March 14, 1990

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

October 23, 1989 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

November 7, 1983 - October 13, 1988

ADVANTAGE CAPITAL CORPORATION

CRD#: 146

ATLANTA, GA

Past

May 1, 1979 - September 27, 1984

USLIFE EQUITY SALES CORP.

CRD#: 7962

Past

December 1, 1973 - May 1, 1979

LINCOLN EQUITIES CORPORATION

CRD#: 4462

Past

April 3, 1972 - May 30, 1974

CONSOLIDATED PROGRAMS, INC.

CRD#: 177

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".

CENTAURUS FINANCIAL, INC.

CRD#: 30833 / SEC#: 801-56882, 8-45185

RIA

Registered Investment Advisory firm - SEC (10/8/1999 Approved)

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.

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

IAR

Texas
(10/16/2020)

Texas
(10/20/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

General Industry/Product Exam

Series 7TO

Date: 1/2/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 1

Date: 3/24/1972

Registered Representative Examination

SRO Registrations

FINRA

Current Firm

CENTAURUS FINANCIAL, INC.

CRD#: 30833 / SEC#: 801-56882, 8-45185

RIA

Registered Investment Advisory firm - SEC (10/8/1999 Approved)

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)

Documents

Customer Relationship Summary (CRS / SEC)

Customer Relationship Summary (CRS / FINRA)

Latest Form ADV

Part 2 Brochures

CENTAURUS FINANCIAL, INC. FORM ADV PART 2 APPENDIX 1 (7/24/2025)

CENTAURUS FINANCIAL, INC. FORM ADV PART 2A (7/24/2025)

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	CHIEF COMPLIANCE OFFICER	2123754
DUHOVIC, JEROME VICTOR	DIRECTOR/EVP/CHIEF ADMINISTRATIVE 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.

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Advisor Monitoring

Firm Stability Insights

Ronald J. Mclane

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ronald Joseph Mclane SR's CRS (Customer Relationship Summary).

CRS (Client Relationship Summary) - BD

Click below to view Ronald Joseph Mclane SR's CRS (Customer Relationship Summary).

Certified licenses

Experience

CENTAURUS FINANCIAL, INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

ADVANTAGE CAPITAL CORPORATION

ADVANTAGE CAPITAL CORPORATION

ADVANTAGE CAPITAL CORPORATION

MONY SECURITIES CORPORATION

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

ADVANTAGE CAPITAL CORPORATION

USLIFE EQUITY SALES CORP.

LINCOLN EQUITIES CORPORATION

CONSOLIDATED PROGRAMS, INC.

Primary Firm SEC Registration

CENTAURUS FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 7TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 1

Date: 3/24/1972

FINRA

Current Firm

CENTAURUS FINANCIAL, INC.

Contact information

SEC notice filing (53 States and Territories)

FINRA licenses (53 States and Territories)

Documents

Part 2 Brochures

Direct owners and executive officers

Regulatory assets under management

Disclosures

Red Flags

Company Information

CENTAURUS FINANCIAL, INC.

TRUST BUT VERIFY

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