Anthony Christensen, financial advisor Scottsdale AZ

Anthony Christensen

CRD Number: 5709608
Current Firm: Trek Financial

Anthony Christensen (CRD# 5709608) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has over 14 years of experience in the finance industry. Anthony Christensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Trek Financial St. George, UT Mar 2016 - Current 8
Statera Wealth Management St. George, UT Jan 2014 - Current 10
Purshe Kaplan Sterling Investments Albany, NY May 2019 - Jun 2020 1
World Equity Group St. George, UT Mar 2016 - Sep 2018 2
Mml Investor Services Inc. Salt Lake City, UT Aug 2009 - Mar 2016 6
Massmutual Life Insurance Company Salt Lake City, UT Jun 2009 - Mar 2016 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2009
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Anthony J. Christensen
Phone Number: (480) 483-1510
Registered State(s):
  • UT
By the Numbers
  • Total Assets Under Management
    1,877
    MILLIONS
  • Total Number of Accounts
    9,873
    ACCOUNTS
  • Average Account Value
    $190,077
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WY

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