Chris LandryCRD Number: 3074656
Current Firm: Visionary Planning & Investment, LLC
Chris Landry (CRD# 3074656) is an Investment Advisor Representative working at Visionary Planning & Investment, LLC in Centennial, CO and has over 17 years of experience in the finance industry.
Ewealth Consulting, LLC
Anthony Capital, LLC
Fit Financial Consulting LLC
|Visionary Planning & Investment, LLC||Centennial, CO||Feb 2017 - Current||1|
|Schwab Private Client Investment Advisory, Inc.||Lone Tree, CO||Dec 2016 - Jan 2017||< 1|
|Charles Schwab & Company, Inc.||Lone Tree, CO||Sep 2005 - Jan 2017||11|
|Charles Schwab Bank||Lone Tree, CO||Mar 2007 - Dec 2016||9|
|Valor Christian High School||Highlands Ranch, CO||Feb 2013 - May 2013||< 1|
|Denver Clean Gutters||Aurora, CO||Sep 2008 - Jan 2010||1|
|Smoky Hill High School||Aurora, CO||Dec 2007 - May 2009||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2000|
|S66||NASAA Uniform Combined State Law Examination||Oct 2003|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Employer Dispute
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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