Christopher Carreon (CRD# 6380811) is an Investment Advisor Representative working at Falcon Wealth Planning, Inc. in Ontario, CA and has over 8 years of experience in the finance industry.
CRD# 6232434
Bluepoint Wealth Advisors
CRD# 2513561
Householder Group Estate & Retirement Specialists
CRD# 1622075
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Falcon Wealth Planning, Inc. | Ontario, CA | Apr 2021 - Current | 3 |
| Northwestern Mutual | Irvine, CA | Jan 2021 - Apr 2021 | < 1 |
| Integrated Wealth Concepts, LLC | Pasadena, CA | Apr 2020 - Dec 2020 | < 1 |
| Lake Avenue Financial, LLC | Pasadena, CA | Oct 2018 - May 2020 | 1 |
| Compass Financial Planning | Rancho Cucamonga, CA | Aug 2016 - Oct 2018 | 2 |
| Unemployed | Ontario, CA | Apr 2018 - Jul 2018 | < 1 |
| Lowes Home Improvement | Ontario, CA | Feb 2005 - Mar 2017 | 12 |
| Waddell & Reed, Inc. | Ontario, CA | Feb 2016 - Mar 2016 | < 1 |
| Various Insurance Carriers For W&r Insurance Agencies | Ontario, CA | Dec 2014 - Mar 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2016 |
- CA
- TX
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Total Assets Under Management826MILLIONS
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Total Number of Accounts4,424ACCOUNTS
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Average Account Value$186,670
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, IL, IN, LA, MA, MD, MI, MN, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, VA, WA, WI, WV
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