![Chris Marr](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Chris Marr
Geen lopende functies
Profiel
Mr. Chris Marr is Wealth Manager at Creative Planning, Inc. He is working directly with clients to develop a cohesive strategy to meet their most complex goals and financial needs.
His comprehensive approach solves wealth management issues in the areas of retirement planning, investment management, tax, estate planning, business succession planning, insurance, and charitable planning.
He will use his 15 years of experience in finance to work with you personally to understand your needs and provide you and your family with a customized plan to achieve your goals.
Prior to joining Creative Planning, Mr. Marr worked for Fidelity Investments Private Client Group as Vice President, Senior Account Executive managing a practice of over $600 million for over 400 families.
He achieved numerous milestones during his tenure at Fidelity, including three President's Circle Awards, which are granted to the top 5% of Senior Account Executives in the company, and multiple Achiever Awards.
He was also a four time Chairman's Award winner.
Mr. Marr received his Bachelor of Arts degree in Finance with a minor in Economics from the University of Kentucky.
Eerdere bekende functies van Chris Marr
Bedrijven | Functie | Einde |
---|---|---|
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Portefeuillebeheerder-Aandelen | - |
Opleiding van Chris Marr
University of Kentucky | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
---|---|
Creative Planning LLC
![]() Creative Planning LLC Investment ManagersFinance Creative Planning, Inc. is a SEC-registered investment advisor and holding firm headquartered in Overland Park, Kansas. The firm was founded in 1983 and provides investment advice to individuals, pension and profit-sharing plans, trusts, estates or charitable organizations, corporations or business entities other than those listed above, foundations, endowments and other institutions. | Finance |
FMR LLC
![]() FMR LLC Investment ManagersFinance FMR LLC engages in the provision of financial and investment services. It offers financial planning and advice, wealth management, retirement plans, trading and brokerage services, and investment products. The company was founded by Edward C. Johnson II in 1946 and is headquartered in Boston, MA. | Finance |