Christopher Mark Gurley

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Fairfax, VA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Fairfax, VA

Other Businesses

Business Ownership; OPM, Inc; Partial Owner; Real Estate management of office expenses for group of Ameriprise Advisors; 4100 Monument Corner Drive, Suite 410, Fairfax, VA, 22030; Not Investment-Related; 11/02/1999; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Sun Vista, Inc; Director; PO Box 2724, , Bay St. Louis, MS, 39521; Investment-Related; 01/01/1997; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-11-10
• S63 Uniform Securities Agent State Law Examination
  1995-11-09

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Christopher Mark Guriey