Christopher
Dunlevy
Aspen Trail Wealth Management, LLC
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About this Advisor
Christopher Dunlevy is a certified financial planner and chartered financial consultant working out of Tempe, Arizona who has 8 years of relevant experience. Dunlevy is on the advisory team at Aspen Trail Wealth Management, LLC. Over the course of their career, Dunlevy has held roles at Cuso Financial Services, Lp, Arizona Federal Credit Union, Lincoln Financial Advisors, Aspen Trail Welath Management, LLC and Aspen Trail Benefits & Insurance, LLC. Dunlevy maintains a Series 63 license, qualifying them as a securities representative, and is registered to operate in Arizona. Aspen Trail Wealth Management, LLC is a financial advisory company with a branch in Tempe, Arizona.
Certifications and Registrations
Years Registered*
Office Location
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Christopher Dunlevy Work History
Christopher has been registered as a financial advisor for 8 years.*
Aspen Trail Benefits & Insurance, LLC
Aspen Trail Welath Management, LLC
Lincoln Financial Advisors
Cuso Financial Services, Lp
Arizona Federal Credit Union
*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 Christopher Dunlevy to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
