Unclaimed Profile

Christopher David Proctor

LEGACY FINANCIAL STRATEGIES, LLC·OVERLAND PARK, Kansas

SIE, Series 6, Series 7, Series 31, Series 63, Series 66Clean record24 years registeredLEGACY FINANCIAL STRATEGIES, LLC

5400 COLLLEGE BLVD., OVERLAND PARK, KS 66211CRD# 2985060Firm CRD# 283553

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Christopher David Proctor · OVERLAND PARK, KS

Registration

CRD #2985060 · LEGACY FINANCIAL STRATEGIES, LLC · 24 years registered

Brand Profile

Not yet started

Career History

LEGACY FINANCIAL STRATEGIES, LLC

May 2018 – present

MORGAN STANLEY

May 2002 – Jun 2003

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · May 15, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LEGACY FINANCIAL STRATEGIES, LLC

CRD 283553 · SEC 801-107930

AUM

$646M

Regulatory assets under management

Employees

1,921 client accounts

Services offered by LEGACY FINANCIAL STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LEGACY FINANCIAL STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Christopher David Proctor offer?

Christopher David Proctor specializes in Financial Planning, Investment Management. Contact their office in OVERLAND PARK, Kansas for a consultation.

What are Christopher David Proctor's credentials?

Christopher David Proctor is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Christopher David Proctor located?

Christopher David Proctor is based in OVERLAND PARK, Kansas, working with LEGACY FINANCIAL STRATEGIES, LLC. Their office serves clients in the OVERLAND PARK metropolitan area and surrounding communities.

How does Christopher David Proctor charge for services?

Christopher David Proctor's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY FINANCIAL STRATEGIES, LLC?

LEGACY FINANCIAL STRATEGIES, LLC has approximately 14 employees and manages $646M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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