Christian F. Carreon

CREATE WEALTH MANAGEMENT

Porter Ranch, CA

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CRD#: 6721124

Professional summary

Christian Fernando Carreon, who also goes by Christian F. Carreon, Christian Carreon, is a registered financial advisor currently at CREATE WEALTH MANAGEMENT, LLC located in Porter Ranch, California.

Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Christian has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Christian F. Carreon | Christian Carreon

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.

1.Paradigm Shift Trading, Inc. -- Not Investment Related -- Located at: 11337 Reseda Blvd. Porter Ranch, CA 91326, Nature: Educational Program/Mentorship Program -- Title: Owner and CEO -- Start Date: 10/1/2020 -- Hours/Month: 20 -- Trading Hours/Month: 10 -- Statement: PST is intended to provide educational and mentorship services related to systematic trading, and guide users to develop their own system. 2. ALL ONE WEALTH, LLC; INVESTMENT-RELATED; 120 LA CRESCENTA DR. CAMARILLO, CA 93010; REGISTERED INVESTMENT ADVISER; MANAGING MEMBER & INVESTMENT ADVISER REPRESENTATIVE; PROVIDE INVESTMENT ADVISORY SERVICES. 3. CREATE WEALTH MANAGEMENT, LLC; INVESTMENT-RELATED; 11337 RESEDA BLVD, PORTER RANCH, CA 91326; REGISTERED INVESTMENT ADVISER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; START 06/2021; PROVIDE INVESTMENT ADVISORY SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Fernando Carreon'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

June 7, 2021 - Present

CREATE WEALTH MANAGEMENT, LLC

RIA

CRD#: 314830

Porter Ranch, CA

Past

June 3, 2019 - January 19, 2022

ALL ONE WEALTH, LLC

RIA

CRD#: 300847

CAMARILLO, CA

Past

October 17, 2017 - July 8, 2019

NPB FINANCIAL GROUP, LLC

RIA

CRD#: 137743

West Hollywood, CA

Past

October 16, 2017 - July 8, 2019

NPB FINANCIAL GROUP, LLC

CRD#: 137743

West Hollywood, CA

Past

September 15, 2017 - September 27, 2017

GOLD COAST SECURITIES, INC.

RIA

CRD#: 110925

Burbank, CA

Past

June 1, 2017 - September 27, 2017

GOLD COAST SECURITIES, INC.

CRD#: 110925

Burbank, 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
(6/7/2021)

IAR

Texas
(4/6/2025)

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 66

Date: 9/13/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/1/2017

General Securities Representative Examination

Current Firm

CREATE WEALTH MANAGEMENT, LLC

CREATE WEALTH MANAGEMENT, LLC | CREATE, LLC

CRD#: 314830 / SEC#: 801-121428

RIA

Registered Investment Advisory firm - (1/28/2022 Terminated)

California

Registered Investment Advisory firm - (10/14/2021 Approved)

Texas

Registered Investment Advisory firm - (3/17/2025 Conditional Restricted)

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).

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Contact information

Main Address

Porter Ranch, CA

Mailing Address

Phone number

(818) 912-1340

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	21
AUM (Assets Under Management)	$ 3,997,734

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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Christian F. Carreon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christian Fernando Carreon's CRS (Customer Relationship Summary).

Certified licenses

Experience

CREATE WEALTH MANAGEMENT, LLC

ALL ONE WEALTH, LLC

NPB FINANCIAL GROUP, LLC

NPB FINANCIAL GROUP, LLC

GOLD COAST SECURITIES, INC.

GOLD COAST SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 9/13/2017

SIE

Date: 10/1/2018

Series 7

Date: 6/1/2017

Current Firm

CREATE WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

CREATE WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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