Invested Better
Unclaimed

Unclaimed

Unclaimed

Christopher Wade Neidlinger

ISC Advisors, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Christopher? Claim Your Profile

About Christopher Wade Neidlinger

Christopher Neidlinger is an investment advisor representative with ISC Advisors, Inc. Christopher has been in the securities industry since March 3, 2010. Christopher holds the Series 6, 7, 14, 24, 63, and 65 licenses. Christopher has previously worked with Frost Brokerage Services, Inc. and T. Rowe Price Investment Services, Inc. Christopher's specialties include asset allocation, investment management, financial planning, and retirement planning. Christopher provides services to a range of clients, including individuals, families, trusts, and businesses. Christopher's philosophy is to provide personalized financial advice that is tailored to each client's individual needs and goals.

Firm Information

Christopher Neidlinger is currently registered with ISC Advisors, Inc.. ISC Advisors, Inc. is a registered investment advisor headquartered in Dallas, Texas. They provide financial planning, pension consulting, educational seminars, portfolio management for individuals and businesses, and publication of periodicals. ISC Advisors, Inc. manages over $1.28 billion in assets for approximately 2,000 clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
ISC Advisors, Inc.

3500 OAK LAWN AVE

DALLAS, TX 75219

$1.28B

Assets Under Management

11

Total Clients

27

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Christopher Neidlinger’s Registration & Firm History

TX

07/15/2021 - Present

ISC Advisors, Inc. (DALLAS TX)

TX

05/12/2015 - 07/07/2021

FROST BROKERAGE SERVICES, INC. (SAN ANTONIO TX)

MD

12/19/1997 - 02/25/2003

T. ROWE PRICE INVESTMENT SERVICES, INC. (BALTIMORE MD)

Not sure if Christopher Wade Neidlinger is right for you?

Licenses & Designations

IA

Issued 02/17/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 14 - Compliance Officer Examination

BC

Issued 08/15/2000

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/21/1998

Series 7 - General Securities Representative Examination

BC

Issued 12/18/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Wade Neidlinger.
Not sure if Christopher Wade Neidlinger is right for you?