Christel Marie Covert

Current Employers

Employment History

• 08/2009 → Present
  Independent Financial Group
  San Diego, CA

Other Businesses

(1) CHRIS COVERT POSITION: Independent Contractor NATURE: Insurance outside of IFG INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2006 ADDRESS: 1968 E. E Baseline Road, Suite F-104, Tempe AZ 85283, United States DESCRIPTION: (1) AZ INSURANCE AGENT COLLECTING TRAIL COMMISSIONS ON LIFE INSURANCE AND LONG TERM CARE SINCE 2006. NOT INVESTMENT RELATED. APPROXIMATELY <1% TIME SPENT. BUSINESS CONDUCTED AT ADDRESS OF RECORD. (2) REVENUE IS LESS THAN $600 A YEAR (3) CURRENTLY ALL INSURANCE IS PROCESSED THROUGH IFG (2) ARIZONA TAX AND FINANCIAL ADVISORS, PLLC POSITION: MEMBER S CORP 100%OWNER NATURE: Tax Preparation/Accounting/Bookkeeping/CPA INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/12/2007 ADDRESS: 1968 E. E Baseline Road, Suite F-104, Tempe AZ 85283, United States DESCRIPTION: 100% OWNER/CPA ARIZONA TAX AND FINANCIAL ADVISORS, PLLC OFFERING TAX PREPARATION, ACCOUNTING, REFERRALS TO TRUST ATTORNEYS, AND TRUST PREPARATION (3) Trustee on Family Trust POSITION: Agent/Representative NATURE: Acting as a POA, Trustee, Executor INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1968 E. E Baseline Road, Suite F-104, Tempe AZ 85283, United States DESCRIPTION: Trustee for Family Trust. (4) THE MCLAREN TRUST POSITION: trustee NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 1968 E. E Baseline Road, Suite F-104, Tempe AZ 85283, United States DESCRIPTION: Trustee for my parents trust 1/5 beneficiary I do charge a tax preparation fee Assets are oil royalties, mutual fund and stock held at IFG Pershing and timeshares (5) MCPETE TRUST POSITION: Agent/Representative NATURE: Acting as a POA, Trustee, Executor (This activity is strictly limited and will only be approved for direct family members. If you have questions, please call a Compliance Officer). INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2019 ADDRESS: 1968 E. E Baseline Road, Suite F-104, Tempe AZ 85283, United States DESCRIPTION: Trustee for my parent and grandparents trust 1/6 beneficiary I do charge a tax preparation fee Assets are oil royalties,mutual fund and stock held at IFG Pershing and timeshares

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-02-27

Designations

Other Names

• Christel Marie Mclaren
• Chris Covert
• Christel M Covert