Arrin M. Simpson

TRAJAN WEALTH, L.L.C.

FRISCO, TX 75034

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CRD#: 6362670

Professional summary

Arrin Michelle Simpson, who also goes by Arrin M Crain, Arrin Michelle Crain, is a registered financial advisor currently at TRAJAN WEALTH, L.L.C. located in Frisco, Texas.

Arrin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Arrin has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Arrin M Crain | Arrin Michelle Crain

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.

INSURANCE SALES; INVESTMENT-RELATED; TEXAS; AGENT; START DATE: 2023; APPROXIMATELY 40 HRS/MO DURING TRADING HOURS; SALE OF VARIOUS INSURANCE PRODUCTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arrin Michelle Simpson's CRS (Customer Relationship Summary).

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

February 15, 2023 - Present

TRAJAN WEALTH, L.L.C.

Office #1: 5285 Dallas Parkway Road Suite 410, Frisco, TX 75034

RIA

CRD#: 158847

FRISCO, TX

Past

August 18, 2021 - February 13, 2023

FISHER INVESTMENTS

RIA

CRD#: 107342

PLANO, TX

Past

March 10, 2021 - August 12, 2021

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

DALLAS, TX

Past

March 8, 2021 - August 12, 2021

MML INVESTORS SERVICES, LLC

CRD#: 10409

DALLAS, TX

Past

April 1, 2020 - February 12, 2021

PRUCO SECURITIES, LLC.

RIA

CRD#: 5685

TAMPA, FL

Past

March 31, 2020 - February 12, 2021

PRUCO SECURITIES, LLC.

CRD#: 5685

TAMPA, FL

Past

January 2, 2019 - April 2, 2020

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Tampa, FL

Past

January 2, 2019 - April 2, 2020

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

TAMPA, FL

Past

December 15, 2015 - March 24, 2017

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

FORT WORTH, TX

Past

August 20, 2014 - December 15, 2015

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

Mildenhall, Suffolk,

Past

July 21, 2014 - March 24, 2017

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

Mildenhall, Suffolk,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

TRAJAN WEALTH, L.L.C.

TRAJAN WEALTH, L.L.C. | VALLEY FINANCIAL WEALTH MANAGEMENT, L.L.C.

CRD#: 158847 / SEC#: 801-100392

RIA

Registered Investment Advisory firm - (6/29/2015 Approved)

California

Registered Investment Advisory firm - (5/25/2016 Terminated)

Colorado

Registered Investment Advisory firm - (4/28/2016 Terminated)

Texas

Registered Investment Advisory firm - (11/14/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(2/15/2023)

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

IAR

Series 65

Date: 8/20/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/4/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/24/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 7/21/2014

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TRAJAN WEALTH, L.L.C.

TRAJAN WEALTH, L.L.C. | VALLEY FINANCIAL WEALTH MANAGEMENT, L.L.C.

CRD#: 158847 / SEC#: 801-100392

RIA

Registered Investment Advisory firm - (6/29/2015 Approved)

California

Registered Investment Advisory firm - (5/25/2016 Terminated)

Colorado

Registered Investment Advisory firm - (4/28/2016 Terminated)

Texas

Registered Investment Advisory firm - (11/14/2012 Terminated)

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Contact information

Main Address

18700 North Hayden Road Suite 470, Scottsdale, AZ 85255

Mailing Address

Phone number

(480) 990-3300

Established

Firm type

Fiscal year end

# of Employees

125

SEC notice filing (46 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2A (8/21/2025)

Regulatory assets under management

Total Number of Accounts	15,595
AUM (Assets Under Management)	$ 1,969,683,196

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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Advisor Monitoring

Firm Stability Insights

Arrin M. Simpson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Arrin Michelle Simpson's CRS (Customer Relationship Summary).

Certified licenses

Experience

FISHER INVESTMENTS

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

PRUCO SECURITIES, LLC.

PRUCO SECURITIES, LLC.

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

TRAJAN WEALTH, L.L.C.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/20/2014

Series 63

Date: 8/4/2014

SIE

Date: 3/24/2017

Series 6

Date: 7/21/2014

Current Firm

TRAJAN WEALTH, L.L.C.

Contact information

SEC notice filing (46 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRAJAN WEALTH, L.L.C.

TRUST BUT VERIFY

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