Christopher Monzon (CRD# 7412594) is an Investment Advisor Representative working at Empirikal Partners LLC in Phoenix, AZ and has over 2 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 |
|---|---|---|---|
| Empirikal Partners LLC | Phoenix, AZ | Feb 2023 - Current | 1 |
| Independent Agent Dba Kramer Estate Planner | Phoenix, AZ | Jan 2023 - Current | 1 |
| Trajan Wealth, LLC | Scottsdale, AZ | Dec 2021 - Jan 2023 | 1 |
| Trajan Wealth, LLC | Scottsdale, AZ | Mar 2021 - Jan 2023 | 1 |
| Enterprise Truck Rental | Phoenix, AZ | Jul 2018 - Mar 2021 | 2 |
| Enterprise Truck Rental | Sacramento, CA | Sep 2015 - Jul 2018 | 2 |
| Legoland Water Park | Carlsbad, CA | Jun 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2021 |
- AZ
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$185,688
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, CO, FL, GA, MD, MS, NJ, NY, OK, TX, WY
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