Christopher Dunlevy, financial advisor Flagstaff AZ

Christopher Dunlevy

CRD Number: 4909656
Current Firm: Aspen Trail Wealth Management, LLC

Christopher Dunlevy (CRD# 4909656) is an Investment Advisor Representative working at Aspen Trail Wealth Management, LLC in Flagstaff, AZ and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Aspen Trail Benefits & Insurance, LLC Tempe, AZ Feb 2014 - Current 10
Aspen Trail Welath Management, LLC Tempe, AZ May 2013 - Current 10
Lincoln Financial Advisors Tempe, AZ Nov 2013 - Jul 2015 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2005
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Christopher W. Dunlevy
Phone Number: 480-993-9668
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    14
    MILLIONS
  • Total Number of Accounts
    90
    ACCOUNTS
  • Average Account Value
    $153,074
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, TX

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