Christopher Captain (CRD# 7015714) is an Investment Advisor Representative working at Trek Financial in Scottsdale, AZ and has 1 year of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
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Origin Investment Advisory LLC
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Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trek Financial | Scottsdale, AZ | Jan 2023 - Current | 1 |
| Trek Financial | Scottsdale, AZ | Sep 2022 - Dec 2022 | < 1 |
| Unemployed | Mesa, AZ | Jul 2022 - Sep 2022 | < 1 |
| Efinancial | Mesa, AZ | Jun 2021 - Jul 2022 | 1 |
| Unemployed | Mesa, AZ | Mar 2020 - Jun 2021 | 1 |
| Kangaroo Moving | St. George, UT | Jan 2019 - Mar 2020 | 1 |
| Bcj Financial | Scottsdale, AZ | May 2016 - Dec 2018 | 2 |
| Dixie State University | St. George, UT | Aug 2015 - May 2016 | < 1 |
| Pizza Pie Cafe | Mesa, AZ | Feb 2015 - Aug 2015 | < 1 |
| Dixie State University | St. George, UT | Jul 2014 - Feb 2015 | < 1 |
| Lds Church | Salt Lake City, UT | Jun 2012 - Jun 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2022 |
- AZ
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Total Assets Under Management2,260MILLIONS
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Total Number of Accounts4,584ACCOUNTS
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Average Account Value$493,117
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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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