Christopher
Proctor
Legacy Financial Strategies, LLC
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About this Advisor
Christopher Proctor is a financial advisor based in Leawood, Kansas, working with Legacy Financial Strategies, LLC. Christopher has previously held positions at Legacy Financial Strategies, LLC and New York Life Investment Management LLC. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas and Texas. Currently, Christopher is part of Legacy Financial Strategies, LLC, which operates out of Leawood, Kansas. The firm has 1 office and 14 employees. The firm manages assets totaling $645.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Legacy Financial Strategies, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Legacy Financial Strategies, LLC Brokerage Details
$645,630,341
14
1,921
$336,091
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Christopher Proctor Work History
Legacy Financial Strategies, LLC
New York Life Investment Management LLC
Disclosures
Please visit the SEC profile of Christopher Proctor to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legacy Financial Strategies, LLC
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
Leawood, KS
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
