Christopher Carreon
Investment adviser representative at Falcon Wealth Planning, LLC
16 yearsExperience
2 statesRegistered in
$2BFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Falcon Wealth Planning, LLCApr 2021 to now
- Northwestern MutualJan 2021 to Apr 2021
- Integrated Wealth Concepts, LLCApr 2020 to Dec 2020
- Lake Avenue Financial, LLCOct 2018 to May 2020
- UnemployedApr 2018 to Jul 2018
- Compass Financial PlanningAug 2016 to Oct 2018
- Lowes Home ImprovementFeb 2005 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Falcon Wealth Planning, LLC
$2BAssets managed
1,611Clients
23Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6380811
- Firm CRD
- 174092