Christian Mahan (CRD# 6882687) is an Investment Advisor Representative working at Stonecrest Wealth Management, Inc. in Chandler, AZ and has over 6 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kingswood Capital Partners, LLC | San Diego, CA | Jan 2021 - Current | 3 |
| Stonecrest Wealth Management, Inc. | Chandler, AZ | Nov 2020 - Current | 3 |
| Peyton Resource Group | Phoenix, AZ | Nov 2019 - Oct 2020 | < 1 |
| Usaa Investment Services Company | Phoenix, AZ | Nov 2019 - Oct 2020 | < 1 |
| Usaa Financial Advisors, Inc. | Phoenix, AZ | Nov 2019 - Jun 2020 | < 1 |
| Colorado Insurance | Chandler, AZ | Jul 2019 - Nov 2019 | < 1 |
| Unemployed | Chandler, AZ | Jun 2019 - Oct 2019 | < 1 |
| State Farm | Chandler, AZ | Apr 2019 - May 2019 | < 1 |
| Edward Jones | St.louis, MO | May 2018 - Apr 2019 | < 1 |
| Unemployed | Chandler, AZ | Feb 2018 - May 2018 | < 1 |
| Merrill Lynch Pierce Fenner & Smith Inc. | Chandler, AZ | Nov 2017 - Feb 2018 | < 1 |
| Northern Trust | Tempe, AZ | Jun 2016 - Nov 2017 | 1 |
| Wells Fargo | Chandler, AZ | Feb 2016 - Jun 2016 | < 1 |
| West Valley National Bank | Scottsdale, AZ | May 2016 - May 2016 | < 1 |
| Unemployed | Chandler, AZ | Dec 2015 - Feb 2016 | < 1 |
| United Auto Credit | Gilbert, AZ | Aug 2015 - Dec 2015 | < 1 |
| Chompies | Tempe, AZ | Mar 2011 - Aug 2015 | 4 |
| Arizona State University | Tempe, AZ | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- AZ
-
Total Assets Under Management243MILLIONS
-
Total Number of Accounts848ACCOUNTS
-
Average Account Value$286,777
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, LA, TX, WA
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