Ernest John C'debaca
CFP®, ChFC®Professional Summary
Ernest John C'debaca, CFP®, ChFC®, who also goes by Ernie C'debaca, Ernest John Cdebaca, was a registered financial advisor. Ernest was a previously registered financial professional and started their career in finance 2008 - 2018. Ernest had worked at 10 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ernie C'debaca, Ernest John Cdebaca
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Credentials
Years of Experience
18 years in the financial services industry
Current & Past Employments
Past
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Current Firm
TRAJAN WEALTH, L.L.C. | VALLEY FINANCIAL WEALTH MANAGEMENT, L.L.C.
Contact Information
Main Address
18700 North Hayden Road Suite 470, Scottsdale, AZ 85255Phone Number
(480) 990-3300# of Employees
140SEC notice filing (51 States and Territories)
Registered to provide investment advisory services in 51 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
18,370AUM (Assets Under Management)
$2,601,785,971Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
TRAJAN WEALTH, L.L.C. | VALLEY FINANCIAL WEALTH MANAGEMENT, L.L.C.
State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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