Ernest C'debaca, financial advisor Scottsdale AZ
96 score

Ernest C'debaca

CRD Number: 5574701
Current Firm: Trajan Wealth, LLC

Ernest C'debaca (CRD# 5574701) is an Investment Advisor Representative working at Trajan Wealth, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry. Ernest C'debaca 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
Foundations Investment Advisors, LLC Scottsdale, AZ Nov 2017 - Current < 1
Trajan Wealth, LLC Scottsdale, AZ Nov 2017 - Current < 1
Commonwealth Financial Network Waltham, MA Oct 2014 - Nov 2017 3
Summit Wealth Group Scottsdale, AZ Sep 2014 - Mar 2015 < 1
Self-emloyed Scottsdale, AZ Apr 2014 - Sep 2014 < 1
Wells Fargo Advisors Scottsdale, AZ Dec 2012 - Apr 2014 1
Honkamp Krueger Financial Services Dubuque, IA Nov 2011 - Dec 2012 1
Desert Mountain Advisors, LLC Scottsdale, AZ Apr 2011 - Dec 2012 1
Proequities, Inc. Scottsdale, AZ Oct 2011 - Nov 2012 1
Pioneer Advisors, LLC Scottsdale, AZ Jun 2011 - Jun 2011 < 1
Self-employed Scottsdale, AZ Aug 2010 - Apr 2011 < 1
Aletheia Research And Management, Inc. Santa Monica, CA Feb 2010 - Jul 2010 < 1
Aletheia Securities, Inc. Santa Monica, CA Feb 2010 - Jul 2010 < 1
Ing Funds Services, LLC Scottsdale, AZ Jan 2004 - Jan 2010 6
Ing Investment Management Co Scottsdale, AZ Aug 2008 - Oct 2009 1
Ing Funds Distributor, LLC Scottsdale, AZ Aug 2008 - Oct 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Ernest J. C'debaca
Phone Number: 480-214-9835
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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