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Christopher Alexander Carracedo

Christopher A. Carracedo

ENVISION RETIREMENT LLC
Tempe, AZ 85284
Some features on this profile are disabled
CRD#: 5540572
Christopher Alexander Carracedo

Professional summary

Christopher Alexander Carracedo, CFP®, who also goes by Alex Carracedo, Christopher Alex Carracedo, is a registered financial advisor currently at ENVISION RETIREMENT LLC located in Tempe, Arizona.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Christopher has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Carracedo | Christopher Alex Carracedo

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Alexander Carracedo'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®
CFP®

Certified Financial Planner

Start date: 2010

Experience

Current

August 18, 2022 - Present

ENVISION RETIREMENT LLC

Office #1: 430 W Warner Road Suite 108, Tempe, AZ 85284
RIA
CRD#: 319587
Tempe, AZ
Past

June 21, 2016 - August 23, 2022

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA
CRD#: 134139
Tempe, AZ
Past

June 21, 2016 - August 23, 2022

CAMBRIDGE INVESTMENT RESEARCH, INC.

BD
CRD#: 39543
Tempe, AZ
Past

February 17, 2014 - July 6, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
GILBERT, AZ
Past

February 14, 2014 - July 6, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
GILBERT, AZ
Past

June 13, 2013 - September 30, 2013

NESTWISE LLC

RIA
CRD#: 164466
TEMPE, AZ

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
(8/24/2022)
IAR
California
(8/18/2022)
IAR
Texas
(9/19/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 2/22/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/17/2014
General Securities Representative Examination

Current Firm

ER
ENVISION RETIREMENT LLC
DESERT HORIZONS FINANCIAL, LLC | ENVISION RETIREMENT LLC

CRD#: 319587 / SEC#:

Arizona
Registered Investment Advisory firm - (7/22/2022 Approved)
California
Registered Investment Advisory firm - (8/10/2022 Approved)
Texas
Registered Investment Advisory firm - (9/19/2022 Approved)
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Contact information

Main Address
430 W Warner Road Suite 108, Tempe, AZ 85284
Mailing Address
Phone number
(602) 888-3099
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts487
AUM (Assets Under Management)$ 79,651,450

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.

Company Information

ENVISION RETIREMENT LLC

CRD#: 319587Tempe, AZ 85284

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