Chris Proctor Email & Phone Number

Chief Investment Officer @ Legacy Financial Strategies, LLC

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Chris Proctor Location

Leawood, KS, US

Chris Proctor Work

2018 - now Chief Investment Officer @ Legacy Financial Strategies, LLC
2008 - 2018 Senior Regional Vice President @ MainStay Investments / IndexIQ
2003 - 2008 401(k) District Manager @ ADP Retirement Services

2002 - 2003 Financial Advisor @ Morgan Stanley
View Department
1997 - 2001 Client Portfolio Manager @ JPMorgan/American Century RPS
1996 - 1997 Business Analyst @ Koch

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Chris Proctor Education

Kansas State University
Accounting (Accounting/Finance/Economics)
1991 - 1995
Washburn Rural High School
High School
1987 - 1991

Chris Proctor Skills

Series 7
Series 63
Series 66

Life & Health Insurance Licenses
Financial Services
Asset Allocation Product Knowledge
Mutual Fund Product Knowledge
Equity Product Knowledge
Fixed Income Product Knowledge
Mixed Asset Product Knowledge

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Chris Proctor Summary

Chris Proctor, based in Leawood, KS, US, is currently a Chief Investment Officer at Legacy Financial Strategies, LLC. Chris Proctor brings experience from previous roles at MainStay Investments / IndexIQ, ADP Retirement Services, Morgan Stanley and JPMorgan/American Century RPS. Chris Proctor holds a 1991 - 1995 Accounting in Accounting/Finance/Economics @ Kansas State University. With a robust skill set that includes Series 7, Series 63, Series 66, Life & Health Insurance Licenses, Financial Services and more. Chris Proctor has 2 emails and 1 mobile phone numbers on RocketReach.

Chris Proctor Emails

Found 2 emails

Chris Proctor Phone Numbers

Found 2 phone numbers

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Others Named Chris Proctor

Chris Proctor

Design Director (Horizon Online Project) at Guerrilla

Netherlands
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- gmail.com
- guerrilla-games.com
4
- +61 402 485XXXX
- +1 415-465-XXXX
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- +1 415-465-XXXX
Chris Proctor

Chief Investment Officer at Legacy Financial Strategies, LLC

Leawood, KS, US
2
- hotmail.com
- legacykc.com
2
- +1 913-952-XXXX
- +1 314-832-XXXX
Chris Proctor

Co-Founder and Director at DigiTech Search Ltd

Zürich, ZH, CH
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- digitechsearch.com
- email.com
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- +43 664 419XXXX
- +41 41 506 2XXXX
- +44 7595 65XXXX
- +41 41 506 2XXXX
- +44 1277 63XXXX
Chris Proctor

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Top Legacy Financial Strategies, LLC Employees

Mike Wren

Chief Executive Officer at Legacy Financial Strategies, LLC

Leawood, KS, US
2
- legacykc.com
- gmail.com
3
- +1 913-258-XXXX
- +1 913-449-XXXX
- +1 913-685-XXXX
Chris Proctor

Chief Investment Officer at Legacy Financial Strategies, LLC

Leawood, KS, US
2
- hotmail.com
- legacykc.com
2
- +1 913-952-XXXX
- +1 314-832-XXXX
David Dwyer

Financial Advisor at Legacy Financial Strategies, LLC

Overland Park, KS, US
2
- yahoo.com
- legacykc.com
5+
- +1 913-302-XXXX
- +1 913-905-XXXX
- +1 816-201-XXXX
- +1 816-781-XXXX
- +1 913-451-XXXX
- +1 314-515-XXXX
Jeff Hrabe

Financial Advisor at Legacy Financial Strategies, LLC

Kansas City, MO, US
1
- legacykc.com
Holly Tilden

Intern at Legacy Financial Strategies, LLC

Prairie Village, KS, US
3
- +1 419-727-XXXX
- +1 419-351-XXXX
- +1 419-377-XXXX
Lauren Allen

Client Experience Manager at Legacy Financial Strategies, LLC

Kansas City, MO, US
1
- yahoo.com
2
- +1 785-224-XXXX
- +1 602-735-XXXX
Luanne Underwood

Financial Advisor at Legacy Financial Strategies, LLC

Overland Park, KS, US
1
- legacykc.com
2
- +1 785-640-XXXX
- +1 785-273-XXXX

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