Chris Austin, Financial Advisor

"I help develop the road map which will assist in achieving long-term financial goals and aspirations."

  • Active Securities Licenses (Series 7, 63, and 65/66) and Investment Advisor Representative registered through CUSO Financial Services, L.P. (CFS), our broker-dealer
  • Life Insurance Licensed
  • Long-Term Care Insurance Licensed
  • More than 20 years experience in financial services

Areas of expertise include:

  • Retirement Planning
  • Individual Retirement Accounts (IRAs)
  • Life Insurance (including disability and long-term care)
  • College Education Planning (529s)
  • 401(k) Rollovers
  • Mutual Funds
  • Brokerage Services
  • Estate Planning

Contact me by email caustin@allegacyfcu.org or by phone 336.774.3712 / 800.782.4670 ext. 3712.

 

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