Christina
Cicon
Ashton Thomas Private Wealth
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About this Advisor
Christina Cicon is a financial advisor operating in Helena, Montana with 1 year of relevant experience. Cicon is currently employed by Ashton Thomas Private Wealth. During their career, the advisor has held roles at Lincoln Financial Advisors, Quest Capital Strategies, Inc, Cicon Films, M. S. Howells & Co, Ashton Thomas Private Wealth and Wells Fargo Clearing Services, LLC. Cicon has a Series 63 license, qualifying them as a securities agent, and can operate in Montana and Texas. Ashton Thomas Private Wealth is a business that has its headquarters in Scottsdale, AZ. It has offices in 16 locations and a total of 48 people on staff. It controls $2 billion in assets under management among its 4,533 accounts, making it one of the largest firms in the nation by assets under management. The firm advises five charitable organizations. Of its 4,533 client accounts, 27% belong to high-net-worth investors who have greater than $1 million in investable assets. Ashton Thomas Private Wealth offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial management fee schedules largely are based on which services the firm provides the client. Fees charged by Ashton Thomas Private Wealth may include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ashton Thomas Private Wealth Brokerage Details
$2,003,187,684
48
4,533
$441,912
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Christina Cicon Work History
Christina has been registered as a financial advisor for 1 years.*
M. S. Howells & Co
Ashton Thomas Private Wealth
Cicon Films
Wells Fargo Clearing Services, LLC
Quest Capital Strategies, Inc
Lincoln Financial Advisors
*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 Christina Cicon 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 Ashton Thomas Private Wealth
Helena, MT
Colorado Springs, CO
Bozeman, MT
Scottsdale, AZ
Bozeman, MT
Scottsdale, AZ
Scottsdale, AZ
Denver, CO
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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