Glori Crumpley

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

• 04/2011 → 11/2016
  Financial Management Network, Inc.
  Mission Viejo, CA
• 04/2011 → 11/2016
  Fmn Capital Corporation
  Mission Viejo, CA
• 11/2016 → 01/2019
  Gramercy Securities, Inc.
  Charleston, RI
• 11/2016 → 01/2019
  Optivest, Inc.
  Dana Point, CA
• 02/2019 → 05/2019
  Wmbc
  Lake Forest, CA
• 03/2019 → 05/2019
  Triad Advisors
  Norcross, GA
• 05/2019 → 06/2022
  Ameriprise Financial Services, Inc.
  Fallbrook, CA
• 06/2015 → Present
  Gc Consulting
  Murrieta, CA
• 06/2022 → 05/2025
  Davies Financial Advisors
  Murrieta, CA
• 05/2025 → Present
  Ameriprise Financial Services, Llc
  Fallbrook, CA

Previous Registrations

• 2022-09-28 → 2025-05-20
  Davies Financial Advisors, Inc.
  Murrieta, CA
• 2021-05-17 → 2022-06-03
  Ameriprise Financial Services, Llc
  Fallbrook, CA

Other Businesses

Business Ownership; Crumpley Consulting Services LLC; Owner; Consulting; 23809 Meadowgate cCourt, , Murrieta, CA, 92562; Not Investment-Related; 07/07/2020; 0 hours per month; 0 during trading hours / GC Consulting; Owner; bookkeeping and notary services; 23809 Meadowgate Ct, , Murrieta, CA, 92562; Not Investment-Related; 06/23/2015; 10 to 19 hours per month; 0 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  2025-06-20
• S66 Uniform Combined State Law Examination
  2021-05-12

Other Names

• Glori Anne Davila
• Glori A Davila
• Glori Anne Crumpley