Christopher Wade Neidlinger

15 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningDivorce PlanningHigh Net Worth

Isc Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

1,989 clients

Average Client Portfolio

$774K average

Assets Under Management

$1.5B

Fee Structure

Minimum Annual Fee:$5,000

Location

3500 Oak Lawn Ave, Ste 400, Dallas, TX, 75219

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Isc Advisors, INC.

July 2021 - Present · 4 yrs 7 mos

Institutional Securities Corporation

July 2021 - Present · 4 yrs 7 mos

Institutional Securities CorporationBroker

July 2021 - Present · 4 yrs 7 mos

Previous Registrations

Frost Brokerage Services, INC.Broker

May 2015 - July 2021 · 6 yrs 2 mos

T. Rowe Price Advisory Services, INC.

July 2001 - February 2003 · 1 yr 7 mos

T. Rowe Price Investment Services, INC.Broker

December 1997 - February 2003 · 5 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.