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Overview

Services

Advisor Services

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Qualifications

Experience

No timeline events available.
Employer Years Dates
Trajan Wealth, LLC 3 months, 3 weeks 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

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jul 4, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 5, 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 June 14, 2019
    • $291.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $231.6K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets