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MD

Magnum Drew

FINANCIAL CLIENT
Sacramento, CA
Some features on this profile are disabled
CRD#: 6387902
MD

Professional summary

Magnum Drew, who also goes by Christopher Drew, Coach Max Drew, Magnum F. Drew, Magnum Fredrick Drew, Max F. Drew, Max Frederick Drew, Max Drew, is a registered financial advisor currently at FINANCIAL CLIENT located in Sacramento, California.

Magnum is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Magnum has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Christopher Drew | Coach Max Drew | Magnum F. Drew | Magnum Fredrick Drew | Max F. Drew | Max Frederick Drew | Max Drew

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.
Business name: Magnum CPA PE. Not investment-related. Business address: 40 Park City Court, 1105, Sacramento, CA 95831. Nature of Business: Accounting Services/Tax Preparation. Position: Owner and CPA. Started date: 04//2016. Total of 120hrs/mo devoted to this business with 80hrs/mo during securities trading hours. Duties: Manage incoming calls, bid work for clients, and perform accounting and tax preparation services. Business name: Insurance. Investment-related. Business address: 40 Park City Court, 1105, Sacramento, CA 95831. Nature of Business: Insurance Sales. Position: Owner and Insurance Agent. Started date: 05//2015. Total of 60hrs/mo devoted to this business with 40hrs/mo during securities trading hours. Duties: licensed and appointed to sell accident/health, Life, and fixed annuities. Business name: FitAdvantages. Not Investment-related. Business address: 40 Park City Court, 1105, Sacramento, CA 95831. Nature of Business: Financial fitness and wellness coaching business. Position: Owner. Started date: 05/2022. Total of 1hrs/mo devoted to this business with 0hrs/mo during securities trading hours. Duties: Providing tailored personal finance education, insurance and tax guidance, and behavioral coaching.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Magnum Drew'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

June 10, 2022 - Present

FINANCIAL CLIENT

RIA
CRD#: 319291
Sacramento, CA
Past

February 27, 2019 - May 29, 2020

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Chico, CA
Past

February 27, 2019 - May 29, 2020

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Chico, CA
Past

August 11, 2017 - March 1, 2019

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
PETALUMA, CA
Past

August 11, 2017 - March 1, 2019

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
PETALUMA, CA
Past

May 29, 2015 - August 18, 2017

AVANTAX ADVISORY SERVICES

RIA
CRD#: 104556
Petaluma, CA
Past

December 16, 2014 - August 18, 2017

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
Petaluma, CA

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
California
(6/10/2022)
IAR
Texas
(6/18/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/26/2014
Uniform Combined 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: 12/15/2014
General Securities Representative Examination

Current Firm

FC
FINANCIAL CLIENT
FC | FINANCIAL CLIENT LLC | FINANCIAL CLIENT

CRD#: 319291 / SEC#:

California
Registered Investment Advisory firm - (6/10/2022 Approved)
Texas
Registered Investment Advisory firm - (6/18/2022 Approved)
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Contact information

Main Address
Sacramento, CA
Mailing Address
Phone number
(707) 320-1040
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

FINANCIAL CLIENT

CRD#: 319291Sacramento, CA

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