Chris McNeal

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About Chris McNeal

With nearly two decades of experience in the financial services industry, Chris has dedicated his career to helping individuals, families, and small businesses pursue financial freedom through comprehensive financial planning. Chris provides personalized strategies that helps instill confidence and help his clients navigate the challenges along their financial journey. Whether he is teaching retirement courses or educating his clients on market risk, longevity, inflation, and retirement income strategies, Chris's passion for providing financial education plays an important role in his planning process.

Chris started his career as a consultant to other financial advisors in 2006. His years of experience helping advisors build out retirement plans and his love of working with people led him to becoming a Wealth Advisor. Chris currently holds his Series 6, 7, 63 and 65 registrations with LPL Financial as well as his Life and Health Insurance Licenses.

Chris is committed to giving back to his community. He is the Vice President of the Grapevine/Colleyville Youth Football Organization. Chris is also a part of the leadership group for the Colleyville Rotary Club and is a Paul Harris Fellow for Rotary International.

Chris grew up in Denver, CO where he attended Parks College. He married his High School Sweetheart, Danielle, in 2006. They currently reside in Colleyville, TX with their three children. When he is not working with clients or volunteering in the community, Chris enjoys spending time with his family and friends on the lake, camping, and attending his kids' sporting events. He is currently coaching football for his two sons.

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General Information

Firm Start Year

1989

CRD#

5440343

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Financial Planning, Insurance Products & Annuities, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Risk Management

Qualifications & Membership

Certifications, Accreditations & Designations

Securities Licenses

Series 6, Series 7, Series 65, Series 63

Insurance and Annuity Licenses

Variable Life, Annuity, Life, Variable Annuity, Long Term Care

Firm Information

Assets Managed by Advisor

$700,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

250K+

Compensation Methods

Based on Assets

Disclosures

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LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC

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