Alexis
Trapp

American Funds Distributors, Inc

CRD#6569297
Investment Advisor
in Carmel, IN

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About this Advisor

Alexis Trapp is a financial advisor based in Carmel, Indiana with a total of 4 years of industry experience. Trapp is an employee of American Funds Distributors, Inc. Over the course of their career, they have held roles at Calzmar Enterprises Inc, N3Boatworks, Bruce Laughin/Northwestern Mutual, Northwestern Mutual and American Funds. Trapp maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Indiana. American Funds Distributors, Inc is a business operating out of Los Angeles, CA. The investment advisory business has offices in eight locations and a total of 865 people on staff. The advisory firm provides other services. Financial advisory fees usually are based on the services. However, fee types charged by American Funds Distributors, Inc typically consist of other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

Services Offered

Other

Fee Structure

Others

Office Location

12711 N. Meridian Street
Carmel, IN 46032

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American Funds Distributors, Inc Brokerage Details

Total Number of Employees

865

IN Average: 43

Investment Advisory Services

  • Other

Alexis Trapp Work History

Alexis has been registered as a financial advisor for 4 years.*

2021 - Present (3 years)

American Funds

2020 - 2021 (1 year)

American Funds

2018 - 2020 (2 years)

American Funds

2015 - 2018 (3 years)

Bruce Laughin/Northwestern Mutual

2015 - 2019 (4 years)

Northwestern Mutual

2010 - 2015 (5 years)

N3Boatworks

2000 - 2017 (17 years)

Calzmar Enterprises 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 Alexis Trapp 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 American Funds Distributors, Inc

Jamie Claypool
Los Angeles, CA
Carl Meyer
Los Angeles, CA
Alexander Diorio
Los Angeles, CA
Michelle Pullen
Los Angeles, CA
Marek Blaskovic
Los Angeles, CA
John Sulzicki
Los Angeles, CA
David Henry
Carmel, IN
Greggory Cowan
Los Angeles, 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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