Christopher CarracedoCRD Number: 5540572
Current Firm: Cambridge Investment Research Advisors, Inc.
Christopher Carracedo (CRD# 5540572) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Tempe, AZ and has over 4 years of experience in the finance industry. Christopher Carracedo 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.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||Jun 2016 - Current||2|
|Cambridge Investment Research, Inc.||Fairfield, IA||Jun 2016 - Current||2|
|Lpl Financial LLC||Gilbert, AZ||Feb 2014 - Jun 2016||2|
|Priority Financial Group||Gilbert, AZ||Feb 2014 - Jun 2016||2|
|Nestwise||San Francisco, CA||May 2013 - Feb 2014||< 1|
|Stoker Ostler Wealth Advisors||Scottsdale, AZ||May 2011 - May 2013||2|
|Capital Advisory Group||Dallas, TX||Nov 2010 - May 2011||< 1|
|Stratford Consulting||Addison, TX||Jun 2009 - Sep 2010||1|
|Quest Capital Management||Dallas, TX||May 2008 - May 2009||1|
|Texas Tech University||Lubbock, TX||Aug 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2014|
Total Assets Under Management28,722MILLIONS
Total Number of Accounts168,526ACCOUNTS
Average Account Value$170,429
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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