Atul Makharia is a Lexington, South Carolina financial advisor who has long held leadership responsibilities with the Centaurus Financial's branch office. As part of the Centaurus team, Atul Makharia places clients first by providing comprehensive wealth management solutions. He acts as a trusted advisor in developing long term strategies that take into consideration stock and market movements.
Part of a broker/dealer firm that is a FINRA/SIPC member, Mr. Makharia holds Series 7 and Series 63 certifications. His holistic financial approach encompasses value investing and annuities strategies. He is also well-versed in 401(k) investing pathways.
Mr. Makharia completed his undergraduate degree in chemical engineering from Mumbai University. He is also a graduate of the University of South Carolina’s MBA program and maintains a connection with his alma mater as an athletics supporter and Gamecock Club member. His daughter is presently attending the school and he attends football games at the university with her whenever possible.