Christopher Currin, CFP®

Dallas, Texas, 75206
advisor

Member Since 2005

You shouldn\'t have to get rich BEFORE a good advisor will agree to work with you. I serve a diverse group of smart, busy folks who trust me to obsess about money for them,so they can focus more energy on their own careers and families and all the things that make life enjoyable. If you want straight talk from a planner committed to maintaining the highest professional standards...if you want the value for your money that comes from an all-inclusive planning process and open access to your advisor...if you want help taking the worry out of your financial future, read on...
Contact Christopher
 
 

My Location

Driving Directions | View Larger Map

 Background Information

  • Years of Financial Experience

    • 25

  • Education

    • St. John's College (B.A. 1978)
    • College for Financial Planning (CFP Designation 1990)

  • Certifications and Designations

    • CFP®

  • Association Memberships

    • FPA
    • NAPFA
    • ACA
    • CFP

  • Methods of Compensation

    • Financial Planning: Fixed fee
    • Investment Services: Fixed fee

  • Full Disclosure

    • I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.

  • Primary Custodian(s)

    • Fidelity
    • Schwab
    • Vanguard

  • Types of Financial Reports

    • Newsletter (Quarterly)
    • Other

  • Additional Business Practices

    • I provide a written agreement to clients before I provide any advice or services.
    • I work with remote clients over the telephone and Internet
    • My clients have online access to their financial data
    • I review my clients' financial plans with them upon request
    • I review my clients' investment portfolios with them annually and upon request
 

  • Registration & Licensing

    • CRD/IARD Number: 114776
    • Insurance Licenses: Life & Health Insurance Counselor; Property & Casualty Risk Manager

  • Company Names

    • Registered Investment Advisor: Pegasus Advisors, LLC
    • Broker/Dealer: None

  • Fiduciary Status

    • Acknowledged Fiduciary in advisory relationships

  • Compliance Record

    • No Disclosures

  • Criminal Record

    • No Disclosures

  • Registered or licensed to provide financial advice, services, and products

    • Texas

  • Planning Services

    • Financial Planning, Retirement, College Funding, Estate, Tax, Charitable, Special needs of families with relatives who have disabilities.

  • Investment Services

    • Strategy Development, Written investment policy, Asset allocation, Tax Efficient Strategies, Assist some clients with opening new accounts, and implementation on a non-discretionary basis.

  • Investment Products

    • None

  • Insurance Products

    • None

  • Tax Advice & Services

    • Tax Clients: Individuals & Families
    • Tax Services: Tax Planning, Tax Advice, Tax Efficient Investing, Tax Preparation
 
Contact Christopher
 
Visit Website - http://www.pegasusadvisors.com
Paladin Registry

Minimum Asset Requirement

  • None

Types of Clients

  • Individuals & Families

Professional Services

  • Planning
  • Investment Advice
  • Insurance
  • Tax