Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Trajan Wealth, LLC 10 months, 1 week Jun 2019 - Present
Ice Enterprises 3 months Oct 2018 - Jan 2019
Ae Wealth Management, LLC 1 year, 3 months Mar 2018 - Jun 2019
Precision Tax and Financial 1 year, 4 months Feb 2018 - Jun 2019
H3 Transportation 1 year, 2 months Feb 2018 - May 2019
Tetrant Advisory, LLC 7 months Aug 2017 - Mar 2018
Jk Realty 1 year, 1 month Jan 2017 - Feb 2018
Empire Wealth Advisors Inc. 6 years, 3 months May 2011 - Aug 2017
Brokersxpress, LLC. 7 months Oct 2010 - May 2011
Empire Wealth Management 6 years, 11 months Sep 2010 - Aug 2017
Bank of America/Merrill Lynch 1 year, 9 months Dec 2008 - Sep 2010

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Paul Mann

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Nov 12, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Nov 12, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Trajan Wealth, L.L.C.

Last updated on March 16, 2020
    • $491.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 5K
      Accounts
    • $107.2K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets