Christian Carreon (CRD# 6721124) is an Investment Advisor Representative working at Create Wealth Management, LLC in Porter Ranch, CA and has over 6 years of experience in the finance industry.
CRD# 4793512
U.s. Bancorp Advisors, LLC
CRD# 5619105
Ubs Financial Services Inc.
CRD# 2505282
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Create Wealth Management, LLC | Porter Ranch, CA | Jun 2021 - Current | 3 |
| All One Wealth, LLC | West Hollywood, CA | Apr 2019 - Current | 5 |
| Npb Financial Group, LLC | Burbank, CA | Oct 2017 - Jun 2019 | 1 |
| Npb Financial Group, LLC | Burbank, CA | Oct 2017 - Jun 2019 | 1 |
| Rbc Advisors | Burbank, CA | Jun 2016 - Oct 2017 | 1 |
| Gold Coast Securities, Inc. | Burbank, CA | Oct 2016 - Sep 2017 | < 1 |
| Medtronic, LLC | Northridge, CA | Nov 2015 - Oct 2016 | < 1 |
| Briad Company (tgi Fridays) | Porter Ranch, CA | Jul 2010 - Nov 2015 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2017 |
- CA
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$130,867
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA
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