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Magnum Drew

FINANCIAL CLIENT
Sacramento, CA
·CRD# 6387902·12 years experience

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.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

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

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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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Years of Experience

12 years in the financial services industry

Current & Past Employments

FINANCIAL CLIENT·CRD# 319291
RIA
Sacramento, CA
June 10, 2022 - Present
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Chico, CA
February 27, 2019 - May 29, 2020
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Chico, CA
February 27, 2019 - May 29, 2020
1ST GLOBAL ADVISORS INC·CRD# 111133
RIA
Petaluma, CA
August 11, 2017 - March 1, 2019
1ST GLOBAL CAPITAL CORP.·CRD# 30349
BD
Petaluma, CA
August 11, 2017 - March 1, 2019
AVANTAX ADVISORY SERVICES·CRD# 104556
RIA
Petaluma, CA
May 29, 2015 - August 18, 2017
AVANTAX INVESTMENT SERVICES, INC.·CRD# 13686
BD
Petaluma, CA
December 16, 2014 - August 18, 2017

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Current Firm

FC
FINANCIAL CLIENT

FC | FINANCIAL CLIENT LLC | FINANCIAL CLIENT

CRD#: 319291
California
Registered Investment Advisory firm - California (6/10/2022 Approved)
Texas
Registered Investment Advisory firm - Texas (6/18/2022 Approved)

Contact Information

Main Address

Sacramento, CA

Phone Number

(707) 320-1040

# of Employees

1

Documents

Latest Form ADV

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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.

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.

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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.
IAR
Texas
(6/18/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Nov 2014About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Dec 2014About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Magnum Drew's CRS (Customer Relationship Summary).

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