CM
CM

Christopher Ryan Mcneil

8 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
587 clients
Average Client Portfolio
$799K average
Assets Under Management
$469.2M

Fee Structure

Minimum Investment:$100K
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Location

3009 Napier Park, Shavano Park, TX, 78231

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History

Regulatory History (1)
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Criminal
July 1995
Final Disposition
Other Business ActivitiesSells Insurance

Christopher owns multiple rental properties through Particepts LLC. He also works part-time as a physician and is a licensed insurance agent with Maridea Insurance Company, spending about 10-20% of his time on insurance sales and implementation of insurance recommendations.

Employment History
Current Registrations
Maridea Wealth Management
September 2024 - Present · 1 yr 5 mos
Private Client Services, LLCBroker
October 2020 - Present · 5 yrs 4 mos
Previous Registrations
Vitalstone Financial, LLC
October 2020 - November 2024 · 4 yrs 1 mo
MML Investors Services, LLC
March 2017 - October 2020 · 3 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - October 2020 · 3 yrs 7 mos
Msi Financial Services, INC.
March 2017 - March 2017 · 0 mos
Msi Financial Services, INC.Broker
December 2016 - March 2017 · 3 mos
State Registrations9 states
CACOFLGAIDILNCNYTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.