Gregory Christensen (CRD# 3053526) is an Investment Advisor Representative working at Tempus Wealth Planning, LLC in Irvine, CA and has over 25 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Tempus Wealth Planning, LLC | Irvine, CA | Jun 2019 - Current | 4 |
| 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 |
- AZ
- CA
-
Total Assets Under Management400MILLIONS
-
Total Number of Accounts1,654ACCOUNTS
-
Average Account Value$242,128
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, HI, LA, MI, NJ, PA, TX, UT, WA
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