• Home
  • Market Updates
  • High Net Worth Investors
  • Focused on Income
  • Buffered Securities
  • Rules Based Investing
  • FINRA Broker Check
  • Mission Statement
  • Philosophy of Investing
  • Advisor Questions to Ask
  • Alternatives
  • Disclosures
  • About Us
  • Contact
  • Upcoming Events
  • More
    • Home
    • Market Updates
    • High Net Worth Investors
    • Focused on Income
    • Buffered Securities
    • Rules Based Investing
    • FINRA Broker Check
    • Mission Statement
    • Philosophy of Investing
    • Advisor Questions to Ask
    • Alternatives
    • Disclosures
    • About Us
    • Contact
    • Upcoming Events
  • Home
  • Market Updates
  • High Net Worth Investors
  • Focused on Income
  • Buffered Securities
  • Rules Based Investing
  • FINRA Broker Check
  • Mission Statement
  • Philosophy of Investing
  • Advisor Questions to Ask
  • Alternatives
  • Disclosures
  • About Us
  • Contact
  • Upcoming Events

Paine Financial Services

Paine Financial ServicesPaine Financial ServicesPaine Financial Services

Rules Based Investing

Rules Based InvestingRules Based Investing

Questions to Ask One's Advisor

How does he/she know whether to be in stocks?

Does one's advisor have a method to determine whether stocks are in an uptrend or downtrend?

How does he/she know when to sell or buy back in?

Does one's advisor have a "trigger" to determine when to reduce/increase risk? 

How does he/she know what to buy?

What method does one's advisor use to determine which sectors/indexes/bonds to own? 

Does he/she have a platform allowing for dozens of clients to be reallocated at one time

If one's advisor isn't able to allocate mass numbers of clients quickly, most likely, your accounts won't change unless you make a request, effectively making you the manager of your accounts. 


 Securities and advisory services offered through Centaurus Financial, Inc., 

member FINRA and SIPC, a registered broker/dealer and registered investment advisor.
6627 Bay Laurel Pl, Avila Village, CA 93424
Phone: 805-473-6679  Fax: 805-258-5476
CA Insurance License #0703952
Branch Office: 1186 E. Grand Ave., Arroyo Grande, CA 93420 

Paine Financial Services and Centaurus Financial Inc are not affiliated. 

Neither Paine Financial Services or Centaurus Financial, Inc. offer tax or legal advice.  

This message is intended for residents of the United States of America in certain states only.  

Please check with us to ensure we are registered in your state.

No investments are offered without a prior prospectus

  • Home
  • Market Updates
  • High Net Worth Investors
  • Buffered Securities
  • Rules Based Investing
  • FINRA Broker Check
  • Mission Statement
  • Philosophy of Investing
  • Advisor Questions to Ask
  • Alternatives
  • Disclosures
  • About Us
  • Contact
  • Upcoming Events

Powered by GoDaddy

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept