Magnum Drew

Employer firm

Financial Client CRD 319291

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2014 → 07/2017
  Hd Vest Investment Services
  Chico, CA
• 05/2015 → 07/2017
  Hd Vest Advisory Services, Inc
  Chico, CA
• 04/2016 → Present
  Magnum Cpa Pc
  Sacramento, CA
• 03/2017 → 07/2017
  Hd Vest Insurance Agency Inc
  Irving, TX
• 08/2017 → 01/2019
  1St Global Insurance Services, Inc.
  Dallas, TX
• 08/2017 → 01/2019
  1St Global Advisors, Inc.
  Petaluma, CA
• 02/2019 → 05/2020
  Avantax Investment Services, Inc.
  Chico, CA
• 08/2017 → 01/2019
  1St Global Capital Corp.
  Petaluma, CA
• 05/2022 → Present
  Financial Client Llc
  Sacramento, CA
• 05/2015 → Present
  Insurance
  Sacramento, CA
• 05/2022 → Present
  Fitadvantages
  Sacramento, CA

Previous Registrations

• 2019-02-27 → 2020-05-29
  Avantax Advisory Services
  Petaluma, CA
  Chico, CA
• 2017-08-11 → 2019-03-01
  1St Global Advisors Inc
  Petaluma, CA
• 2015-05-29 → 2017-08-18
  Avantax Advisory Services
  Petaluma, CA

Other Businesses

Business name: Magnum CPA PE. Not investment-related. Business address: 40 Park City Court, 1105, Sacramento, CA 95831. Nature of Business: Accounting Services/Tax Preparation. Position: Owner and CPA. Started date: 04//2016. Total of 120hrs/mo devoted to this business with 80hrs/mo during securities trading hours. Duties: Manage incoming calls, bid work for clients, and perform accounting and tax preparation services. Business name: Insurance. Investment-related. Business address: 40 Park City Court, 1105, Sacramento, CA 95831. Nature of Business: Insurance Sales. Position: Owner and Insurance Agent. Started date: 05//2015. Total of 60hrs/mo devoted to this business with 40hrs/mo during securities trading hours. Duties: licensed and appointed to sell accident/health, Life, and fixed annuities. Business name: FitAdvantages. Not Investment-related. Business address: 40 Park City Court, 1105, Sacramento, CA 95831. Nature of Business: Financial fitness and wellness coaching business. Position: Owner. Started date: 05/2022. Total of 1hrs/mo devoted to this business with 0hrs/mo during securities trading hours. Duties: Providing tailored personal finance education, insurance and tax guidance, and behavioral coaching.

Exams

• S66 Uniform Combined State Law Examination
  2014-11-26

Other Names

• Magnum Fredrick Drew
• Max Drew
• Christopher Drew
• Magnum Drew
• Coach Max Drew
• Magnum F. Drew
• Max F. Drew
• Max Frederick Drew