Christian
Mahan
Stonecrest Wealth Management, Inc
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About this Advisor
Christian Mahan is a financial advisor who works out of Chandler, Arizona with a total of 2 years of relevant experience. Mahan is an employee of Stonecrest Wealth Management, Inc. The advisor has gained experience at Merrill Lynch Pierce Fenner & Smith Inc, Chompies, United Auto Credit, Wells Fargo, Northern Trust, West Valley National Bank, Arizona State University, Usaa Financial Advisors, Inc, Peyton Resource Group, Usaa Investment Services Company, State Farm, Colorado Insurance, Kingswood Capital Partners, LLC, Stonecrest Wealth Management, Inc and Edward Jones. Mahan maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Arizona. Stonecrest Wealth Management, Inc is a financial advisory firm headquartered in Chandler, AZ. It handles $194 million in total assets across its 843 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 843 client accounts, 26% are held by high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and pension consulting services. A financial advisor's fee schedules vary depending on which services the firm provides the client. However, fee types charged by Stonecrest Wealth Management, Inc most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stonecrest Wealth Management, Inc Brokerage Details
$193,805,951
4
843
$229,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christian Mahan Work History
Christian has been registered as a financial advisor for 2 years.*
Kingswood Capital Partners, LLC
Stonecrest Wealth Management, Inc
Usaa Financial Advisors, Inc
Peyton Resource Group
Usaa Investment Services Company
State Farm
Colorado Insurance
Edward Jones
Merrill Lynch Pierce Fenner & Smith Inc
Wells Fargo
Northern Trust
West Valley National Bank
United Auto Credit
Chompies
Arizona State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Christian Mahan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Stonecrest Wealth Management, Inc
Chandler, AZ
Chandler, AZ
Chandler, AZ
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