Anthony ChristensenCRD Number: 3015594
Current Firm: Access Wealth Management, Inc.
Anthony Christensen (CRD# 3015594) is an Investment Advisor Representative working at Access Wealth Management, Inc. in Louisville, KY and has over 17 years of experience in the finance industry.
Winebrenner Capital Management LLC
Alexander Investment Services Company
|Access Wealth Management, Inc.||Louisville, KY||Nov 2015 - Current||2|
|Purshe Kaplan Sterling Investments||Albany, NY||Nov 2015 - Current||2|
|Wells Fargo Advisors Financial Network LLC||Louisville, KY||May 2009 - Oct 2015||6|
|Wachovia Securities Financial Network, LLC||Louisville, KY||Jan 2005 - May 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2001|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Criminal Record
Total Assets Under Management124MILLIONS
Total Number of Accounts740ACCOUNTS
Average Account Value$167,088
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, IN, KY, NY, OH, TX
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