Christopher J. Frizzi
Professional summary
Christopher John Frizzi, CFP®, who also goes by Chris John Frizzi, Chris Frizzi, is a registered financial advisor currently at KCPAG FINANCIAL ADVISORS LLC located in Modesto, California.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Christopher has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher John Frizzi's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2005
Experience
January 4, 2010 - Present
KCPAG FINANCIAL ADVISORS LLC
Office #1: 1700 Standiford Ave Suite 200, Modesto, CA 95350December 3, 2009 - May 23, 2019
SECURITIES AMERICA, INC.
August 11, 2005 - November 10, 2009
FARMERS FINANCIAL SOLUTIONS, LLC
August 14, 2003 - May 25, 2005
BANC OF AMERICA INVESTMENT SERVICES, INC.
February 3, 2003 - July 31, 2003
FISERV INVESTOR SERVICES, INC.
November 2, 1998 - December 4, 2002
MORGAN STANLEY DW INC.
June 17, 1994 - December 4, 2002
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/20/2024)
(1/4/2010)
Exams
Current Firm
KCPAG FINANCIAL ADVISORS LLC
CRD#: 117491 / SEC#: 801-60922
Contact information
Regulatory assets under management
| Total Number of Accounts | 456 |
| AUM (Assets Under Management) | $ 19,041,038 |
Red Flags
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