Christopher Frizzi (CRD# 2502783) is an Investment Advisor Representative working at Kcpag Financial Advisors LLC in Modesto, CA and has over 29 years of experience in the finance industry. Christopher Frizzi 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.
CRD# 6469228
Integral Wealth Management
CRD# 4839551
Valic Financial Advisors, Inc.
CRD# 4282201
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kcpag Financial Advisors, LLC | Modesto, CA | Dec 2009 - Current | 14 |
| Kemper Capital Management LLC | Modesto, CA | Dec 2009 - Current | 14 |
| Kcpag Insurance Services LLC | Modesto, CA | Dec 2009 - Current | 14 |
| Securities America Inc. | Lavista, NE | Dec 2009 - May 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- CA
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Total Assets Under Management12MILLIONS
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Total Number of Accounts298ACCOUNTS
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Average Account Value$40,019
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, FL, GA, IL, IN, KY, LA, MO, TN, TX
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