linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Carreon

Falcon Wealth Planning, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Carreon

Christopher Carreon is a Registered Representative of Falcon Wealth Planning, Inc. He is a financial professional with experience in the industry. Christopher has a Series 7, Series 66, and SIE license and has held previous positions at WADDELL & REED, Lake Avenue Financial, LLC, Compass Financial Planning, Integrated Wealth Concepts, LLC, and Northwestern Mutual. Christopher is dedicated to providing clients with financial planning and portfolio management services. His primary focus is on helping individuals and families achieve their financial goals.

Firm Information

Christopher Carreon is currently registered with Falcon Wealth Planning, Inc.. Falcon Wealth Planning, Inc. is an investment advisor registered with the SEC. They offer financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and pension and profit-sharing plans. They have approximately $1 billion in regulatory assets under management. Their main office is located in Ontario, CA.
Falcon Wealth Planning, Inc.

3400 INLAND EMPIRE BLVD.

ONTARIO, CA 91764

$1.02B

Assets Under Management

Not reported

Total Clients

21

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Selection of other advisers fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Carreon’s Registration & Firm History

CA

04/14/2021 - Present

Falcon Wealth Planning, Inc. (ONTARIO CA)

CA

08/14/2015 - 03/10/2016

WADDELL & REED (BREA CA)

Not sure if Christopher Carreon is right for you?

Licenses & Designations

BOTH

Issued 02/05/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/10/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christopher Carreon.
Not sure if Christopher Carreon is right for you?