Christopher
Carreon
Falcon Wealth Planning, Inc
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About this Advisor
Christopher Carreon is a financial advisor operating out of Ontario, California with 2 years of industry experience. Carreon currently works for Falcon Wealth Planning, Inc. Throughout their career, Carreon has worked at Lowes Home Improvement, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Lake Avenue Financial, LLC, Compass Financial Planning, Integrated Wealth Concepts, LLC, Northwestern Mutual and Falcon Wealth Planning, Inc. Carreon maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in California and Texas. Falcon Wealth Planning, Inc is a business operating out of Ontario, CA. The investment advisory business has offices in 11 locations and a total of 27 financial advisors. It has $569 million in total assets among its 2,984 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 2,984 customer accounts, 18% are held by high-net-worth investors who have at least $1 million in assets available to invest. Falcon Wealth Planning, Inc provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually vary depending on the type of services. However, fee types billed by Falcon Wealth Planning, Inc likely include asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Falcon Wealth Planning, Inc Brokerage Details
$568,986,830
27
2,984
$190,679
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Carreon Work History
Christopher has been registered as a financial advisor for 2 years.*
Falcon Wealth Planning, Inc
Northwestern Mutual
Integrated Wealth Concepts, LLC
Lake Avenue Financial, LLC
Waddell & Reed, Inc
Compass Financial Planning
Various Insurance Carriers For W&R Insurance Agencies
Lowes Home Improvement
*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 Carreon 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 Falcon Wealth Planning, Inc
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
Ontario, CA
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