Christopher Banks Email & Phone Number
President @ Legacy Wealth Management
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Christopher Banks Location
- Charlotte, NC, US
Christopher Banks Work
- 2018 -now President @ Legacy Wealth Management
- 2020 -now Financial Advisor @
- 2017 -2018 Financial Advisor @
- 2010 -2017 Financial Professional @ AXA Advisors, LLC
- 2007 -2009 Licensed Personal Banker @
Christopher Banks Education
- University of Phoneix
Bachelor of Business Administration (BBA) (Finance)
2009-2012
Christopher Banks Skills
- Insurance Strategies
- Retirement Planning
- Investments
- Small Business
- Securities
- Asset Management
- Mutual Fund Strategies
- Estate Planning strategies
- Long- Term Care Planning Strategies
- Financial Reporting
- Evaluations
- Networking
- Services
- Banking
- Long Term Care Planning Strategies
- Financial Services
- Financial Analysis
- Estate Planning
- Accounting
- Long Term Care Planning
- Loans
- Mortgage Lending
- Financial Planning
- Planning
Christopher Banks Summary
- Christopher Banks, based in Charlotte, NC, US, is currently a President at Legacy Wealth Management. Christopher Banks brings experience from previous roles at IAMS Wealth Management, Consolidated Planning, Inc., AXA Advisors, LLC and J P Morgan Chase. Christopher Banks holds a 2009 - 2012 Bachelor of Business Administration (BBA) in Finance @ University of Phoneix. With a robust skill set that includes Insurance Strategies, Retirement Planning, Investments, Small Business, Securities and more. Christopher Banks has 4 emails and 3 mobile phone numbers on RocketReach.
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