Christopher W. Dunlevy
Professional summary
Christopher Wayne Dunlevy, CFP®, ChFC®, CLU® is a registered financial advisor currently at ASPEN TRAIL WEALTH MANAGEMENT, LLC located in Flagstaff, Arizona.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Christopher has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 53 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Wayne Dunlevy's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 22, 2015 - Present
ASPEN TRAIL WEALTH MANAGEMENT, LLC
July 22, 2015 - December 31, 2020
ASPEN TRAIL WEALTH MANAGEMENT, LLC
November 13, 2013 - July 28, 2015
OSAIC FA, INC.
November 13, 2013 - July 28, 2015
OSAIC FA, INC.
January 12, 2009 - October 16, 2013
CUSO FINANCIAL SERVICES, L.P.
January 5, 2009 - October 16, 2013
CUSO FINANCIAL SERVICES, L.P.
March 21, 2005 - December 20, 2006
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/22/2015)
(7/27/2023)
Exams
Current Firm
ASPEN TRAIL WEALTH MANAGEMENT, LLC
CRD#: 224517 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 42 |
| AUM (Assets Under Management) | $ 13,764,297 |
Red Flags
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