Unclaimed Profile

Allen Christopher Archuleta

FC360, INC.·ROSEVILLE, California

Series 7, Series 65, Series 66Clean record19 years registeredFC360, INC.

8150 SIERRA COLLEGE BLVD, ROSEVILLE, CA 95661CRD# 4959625Firm CRD# 171788

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Allen Christopher Archuleta · ROSEVILLE, CA

Registration

CRD #4959625 · FC360, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FC360, INC.

ARCHULETA & CO.

Dec 2016 – Dec 2018

ROSEVILLE, CA

FC360, INC.

Sep 2014 – Nov 2016

ROSEVILLE, CA

PLACER SUMMIT FINANCIAL GROUP, LLC

Sep 2012 – Sep 2014

ROSEVILLE, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Sep 2008 – May 2010

SACRAMENTO, CA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Jun 2007 – Jun 2008

RESTON, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 65

Series 66

Registration record

First registered · June 7, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FC360 WEALTH MANAGEMENT, INC.

CRD 171788 · SEC 801-121040

AUM

$113M

Regulatory assets under management

Employees

727 client accounts

Services offered by FC360 WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FC360 WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Allen Christopher Archuleta offer?

Allen Christopher Archuleta specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are Allen Christopher Archuleta's credentials?

Allen Christopher Archuleta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Allen Christopher Archuleta located?

Allen Christopher Archuleta is based in ROSEVILLE, California, last registered with FC360, INC..

How does Allen Christopher Archuleta charge for services?

Allen Christopher Archuleta's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FC360, INC.?

FC360, INC. has approximately 1 employees and manages $113M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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