Christopher D. Schembri

P3 FINANCIAL MANAGEMENT

Scottsdale, AZ

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CRD#: 2814715

Professional summary

Christopher David Schembri, who also goes by Chistopher Daivd Schembri, is a registered financial advisor currently at P3 FINANCIAL MANAGEMENT, LLC located in Scottsdale, Arizona.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Christopher has worked at 2 firms and has passed the Series 63, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chistopher Daivd Schembri

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

EMPLOYEE OF INTEL CORPORATION WHICH IS A NON-INVESTMENT RELATED BUSINESS. THE OFFICE THAT I AM WORKING OUT OF IS ON 5000 W. CHANDLER BLVD, CHANDLER, AZ 85226. THE PRIMARY FOCUS OF INTEL'S BUSINESS IS SEMICONDUCTOR MANUFACTURING. I AM A SR. FINANCIAL ANALYST WITH INTEL AND STARTED MY EMPLOYMENT WITH INTEL IN JULY 2003. I CURRENTLY DEDICATE 200 HOURS PER MONTH TO THIS JOB. DURING SECURITIES TRADING HOURS, I DEVOTE 95% OF MY HOURS TO WORKING AT INTEL. MY JOB TITLE IS WORLDWIDE RETURN MATERIAL AUTHORIZATION ANALYST. I AM RESPONSIBLE FOR PUBLISHING A SET OF METRICS THAT INDICATE WHAT MATERIAL CUSTOMERS ARE RETURNING TO INTEL, RELATED TO THROUGHPUT TIME AND PROCESS EFFICIENCY. I AM ALSO RESPONSIBLE FOR SUPPORTING A VARIETY OF PROJECTS AS THEY ARISE IN THE POST SALES SUPPORT AREA, WHICH COULD INCLUDE OVERALL PROCESS REDESIGN WORK AND FINANCIAL ANALYSES ON VARIOUS OPTIONS AVAILABLE FOR SUPPORT OF THE BUSINESS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher David Schembri's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 1, 2004 - Present

P3 FINANCIAL MANAGEMENT, LLC

RIA

CRD#: 129497

Scottsdale, AZ

Past

November 7, 1996 - July 30, 2001

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(3/1/2004)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 11/19/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/26/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/6/1996

Investment Company Products/Variable Contracts Representative Examination

Current Firm

P3 FINANCIAL MANAGEMENT, LLC

CRD#: 129497 / SEC#:

Arizona

Registered Investment Advisory firm - (3/1/2004 Approved)

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Contact information

Main Address

Scottsdale, AZ

Mailing Address

Phone number

(602) 418-9831

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	9
AUM (Assets Under Management)	$ 3,124,002

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Christopher D. Schembri

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher David Schembri's CRS (Customer Relationship Summary).

Certified licenses

Experience

P3 FINANCIAL MANAGEMENT, LLC

VANGUARD MARKETING CORPORATION

State Registrations and Notice Filings

Exams

Series 63

Date: 11/19/1996

Series 7

Date: 4/26/2001

Series 6

Date: 11/6/1996

Current Firm

P3 FINANCIAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

P3 FINANCIAL MANAGEMENT, LLC

TRUST BUT VERIFY

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