Christopher Carracedo (CRD# 5540572) is an Investment Advisor Representative working at Envision Retirement LLC in Tempe, AZ and has over 10 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.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Envision Retirement LLC | Tempe, AZ | Aug 2022 - Current | 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Jun 2016 - Current | 7 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Jun 2016 - Current | 7 |
| Lpl Financial LLC | Gilbert, AZ | Feb 2014 - Jun 2016 | 2 |
| Priority Financial Group | Gilbert, AZ | Feb 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2014 |
- AZ
- CA
- TX
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts478ACCOUNTS
-
Average Account Value$139,843
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, TX
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