Christopher George Reddick
CFP®Professional Summary
Christopher George Reddick, CFP®, who also goes by Chris Reddick, Christopher Reddick, is a registered financial advisor currently at CHRIS REDDICK FINANCIAL PLANNING located in San Antonio, Texas and NECTARINE located in San Antonio, Texas. Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Christopher has worked at 4 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Tax Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
Specializations
Biography
Hello, my name is Chris Reddick. I am a Financial Planner and Owner of Chris Reddick Financial Planning, LLC. My firm specializes in investment management, retirement planning, and financial planning for professionals in corporate, education, and public service careers. I am a CERTIFIED FINANCIAL PLANNERTM professional which is the highest standard for personal financial planning in the industry. I am a goal-based financial planner. We establish goals together, track progress in accomplishing your goals, and...
Other Aliases
Chris Reddick, Christopher Reddick
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
CHRIS REDDICK FINANCIAL PLANNING | CHRIS REDDICK FINANCIAL PLANNING, LLC
Contact Information
Main Address
San Antonio, TXPhone Number
(210) 218-8040# of Employees
1Documents
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(7/11/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher George Reddick's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Tax Planning
- Retirement Planning
- Financial Planning
- Investment Management
- Cashflow & Budgeting
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