Zachary T. Majors
CENTRIC ADVISORS
Cypress, TX 77429
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CRD#: 5764906
Professional summary
Zachary Thomas Majors, CFP®, who also goes by Zac Majors, is a registered financial advisor currently at CENTRIC ADVISORS, LLC located in Cypress, Texas.
Zachary is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Zachary has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zac Majors
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) Zachary Majors is an owner of Centric Risk Strategies, LLC, an insurance agency and a licensed insurance agent. Start date 2016, Investment Related Y, Hours per month less than 20. From time to time, he will offer clients advice or products from this activity. Clients should be aware that these services pay a commission and involve a possible conflict of interest, as commissionable products can conflict with the fiduciary duties of a registered investment adviser. the registered investment adviser always acts in the best interest of the client; including in the sale of commissionable products to advisory clients. Clients are in no way required to implement the plan through any representative of the investment adviser in their capacity as a licensed insurance agent. 2) Zachary Majors is the sole owner and consultant of Majors Family Holdings LLC., a consulting firm. This is not investment related, start date 2018. As a consultant, Zachary Majors receives compensation for coaching individuals and businesses on how to grow revenue, increase profits, build a dynamic corporate culture, establish systems and process, increase efficiencies, and stay motivated. Zachary Majors spends less than 20 hours per month on activities related to Majors Family Holdings LLC. 3) Zachary Majors is partner of Majors Mondragon & Partners, LLC. this is not investment related. Zachary Majors spends less than 20 hours per month on activities related to Majors Majors Mondragon & Partners, LLC. 4) Zachary Majors holds ownership in Centric Holdings LLC, a holding company. As a holding company, Centric Holdings LLC's primary function is to own and manage assets, such as various business interests, rather than engaging directly in operational activities. Zachary Majors spends less than 10 hours per month on activities related to Centric Holdings LLC.
CRS (Client Relationship Summary) - RIA
Click below to view Zachary Thomas Majors'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®
CFP®
Start date: 2014
Experience
Current
May 13, 2016 - Present
CENTRIC ADVISORS, LLC
Office #1: 12549 Louetta Road, Cypress, TX 77429RIA
CRD#: 282477
Cypress, TX
Past
February 5, 2014 - May 12, 2016
MWA FINANCIAL SERVICES INC.
RIA
CRD#: 112630
Houston, TX
Past
July 23, 2010 - May 12, 2016
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
Houston, TX
Past
April 16, 2010 - June 3, 2010
SECURIAN FINANCIAL SERVICES, INC.
RIA
CRD#: 15296
HOUSTON, TX
Past
March 27, 2010 - June 3, 2010
SECURIAN FINANCIAL SERVICES, INC.
BD
CRD#: 15296
HOUSTON, TX
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".
CA
CENTRIC ADVISORS, LLC
CENTRIC | TITAN ADVISORY SERVICES, LLC | MAJORS & MONDRAGON, LLC. | CENTRIC WEALTH | CENTRIC RETIREMENT | CENTRIC PARTNERS | CENTRIC ADVISORS, LLC
CRD#: 282477 / SEC#: 801-121623
RIA
Registered Investment Advisory firm - (6/28/2021 Approved)Arizona
Registered Investment Advisory firm - (6/29/2021 Terminated)California
Registered Investment Advisory firm - (7/29/2021 Terminated)Iowa
Registered Investment Advisory firm - (12/31/2020 Terminated)Texas
Registered Investment Advisory firm - (6/29/2021 Terminated)Vermont
Registered Investment Advisory firm - (6/29/2021 Terminated)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.Highlighted states indicate IAR registrations
IAR
Texas(5/13/2016)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
CA
CENTRIC ADVISORS, LLC
CENTRIC | TITAN ADVISORY SERVICES, LLC | MAJORS & MONDRAGON, LLC. | CENTRIC WEALTH | CENTRIC RETIREMENT | CENTRIC PARTNERS | CENTRIC ADVISORS, LLC
CRD#: 282477 / SEC#: 801-121623
RIA
Registered Investment Advisory firm - (6/28/2021 Approved)Arizona
Registered Investment Advisory firm - (6/29/2021 Terminated)California
Registered Investment Advisory firm - (7/29/2021 Terminated)Iowa
Registered Investment Advisory firm - (12/31/2020 Terminated)Texas
Registered Investment Advisory firm - (6/29/2021 Terminated)Vermont
Registered Investment Advisory firm - (6/29/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
12549 Louetta Road, Cypress, TX 77429
Mailing Address
Phone number
(888) 215-5888
Established
Firm type
Fiscal year end
# of Employees
13
SEC notice filing (4 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,162 |
| AUM (Assets Under Management) | $ 226,897,006 |
Red Flags
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Company Information
CENTRIC ADVISORS, LLC
CRD#: 282477Cypress, TX 77429TRUST BUT VERIFY
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