CR
CFP
CR
CFP

Christopher George Reddick

6 Years of Experience
Areas of Practice
Retirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
N/A
Firm Size
9 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
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Location

San Antonio, TX

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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.

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Other Business Activities

Christopher is the Principal and CCO of Chris Reddick Financial Planning, LLC, and a financial advisor at Nectarine Financial, Inc. He also works as a financial coach for SmartPath, Inc., a professor at UTSA (nearly full-time), and a credentialed tax expert for Intuit during tax season (about half his time).

Employment History
Current Registrations
Smartpath Advisors
July 2024 - Present · 1 yr 7 mos
Nectarine
April 2024 - Present · 1 yr 10 mos
Chris Reddick Financial Planning
July 2019 - Present · 6 yrs 7 mos
Previous Registrations
Origin Investment Advisory LLC
June 2021 - June 2024 · 3 yrs
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.