Gregory
Christensen
Tempus Wealth Planning, LLC
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About this Advisor
Gregory Christensen is a financial advisor based out of Irvine, California with a total of 4 years of industry experience. Christensen is an advisor for Tempus Wealth Planning, LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and Tempus Wealth Planning, LLC. Christensen holds Series 63 and Series 66 licenses, designating them as a securities representative, and is approved to advise clients in Arizona and California. Tempus Wealth Planning, LLC is an advisory firm operating out of Irvine, CA. It has $312 million in assets between its 1,710 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 1,710 accounts, 41% are associated with high-net-worth investors who have more than $1 million in assets. The advisory firm has a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically depend on the financial services provided. Fees charged by Tempus Wealth Planning, LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Tempus Wealth Planning, LLC Brokerage Details
$312,385,501
11
1,710
$182,682
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Gregory Christensen Work History
Gregory has been registered as a financial advisor for 4 years.*
Tempus Wealth Planning, LLC
Bank Of America,N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
*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 Gregory Christensen 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 Tempus Wealth Planning, LLC
Irvine, CA
Schererville, IN
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
Irvine, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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