Chris Proctor
Chief Investment Officer bij Legacy Financial Strategies LLC
Profiel
Mr. Christopher D.
Proctor is a Chief Investment Officer & Financial Advisor at Legacy Financial Strategies LLC.
He leads the investment committee for Legacy and advises a smaller group of clients.
Mr. Proctor has over 20 years of experience in financial services having held investment and advisory positions at large diversified U.S.
and global firms.
He began in corporate finance and transitioned to consulting with retirement plan participants, corporate investment policy committees, consulting financial professionals at every major U.S.
firm, and advising individual families.
Mr. Proctor graduated from Kansas State University in 1995 with a degree in Accounting.
He received his Certificate in Financial Planning from University of Missouri-Kansas City in 2000.
Actieve functies van Chris Proctor
| Bedrijven | Functie | Begin |
|---|---|---|
Legacy Financial Strategies LLC
 Legacy Financial Strategies LLC Investment ManagersFinance Legacy Financial Strategies LLC (Legacy) is an independent registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm was founded by Michael W. Lutz in 2000. Legacy provides investment advice and portfolio management services to individuals, high net worth individuals, trusts, estates or charitable institutions and corporations or business entities. | Chief Investment Officer | - |
Opleiding van Chris Proctor
| Kansas State University | Undergraduate Degree |
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| Bedrijven in privébezit | 1 |
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Legacy Financial Strategies LLC
Legacy Financial Strategies LLC Investment ManagersFinance Legacy Financial Strategies LLC (Legacy) is an independent registered investment adviser and wealth management firm headquartered in Leawood, Kansas. The firm was founded by Michael W. Lutz in 2000. Legacy provides investment advice and portfolio management services to individuals, high net worth individuals, trusts, estates or charitable institutions and corporations or business entities. | Finance |