Gregory Christensen, financial advisor Irvine CA

Gregory Christensen

CRD Number: 3053526
Current Firm: Tempus Wealth Planning, LLC

Gregory Christensen (CRD# 3053526) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Tempus Wealth Planning, LLC Irvine, CA Jun 2019 - Current 3
Bank Of America,n.a. Phoenix, AZ Jun 2011 - Jun 2019 8
Merrill Lynch, Pierce, Fenner & Smith Incorporated Phoenix, AZ Jan 2007 - Jun 2019 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1998
S66 NASAA Uniform Combined State Law Examination Feb 2007
Contact Info for Gregory D. Christensen
Phone Number: 949-393-2525
Registered State(s):
  • AZ
  • CA
By the Numbers
  • Total Assets Under Management
    248
    MILLIONS
  • Total Number of Accounts
    944
    ACCOUNTS
  • Average Account Value
    $262,660
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, NJ, TX, UT, VA

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