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Chris Black, Financial Advisor serving the Plano, TX area - Ameriprise Advisors

Chris Black

CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Financial Investment and Retirement Managers
29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 4.9 out of 5 rating based on 9 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Investment Management
  • Retirement Income Strategies

Interests

-Golf

-Travel

-Cooking

-Wine

-History

-Community Involvement

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelor of Arts (B.A.) in History, Minor in Economics at Tulane University

Previous experience

  • Vice President/Investments at Stifel, December 2010-December 2015
  • Vice President- Investments at Merrill Lynch, September 2006-December 2010
  • Vice President- Wealth Management at Shearson Lehman/Smith Barney, October 1993-August 2006

Community participation

-Dallas Area Habitat for Humanity

-The Bridges Homeless Recovery Center

-Forest Hills Neighborhood Association

-St. Vincent de Paul

-The First Tee Dallas