Adam Gourley, financial advisor Beverly Hills CA
88 score

Adam Gourley

CRD Number: 6166485
Current Firm: City National Securities, Inc.

Adam Gourley (CRD# 6166485) is an Investment Advisor Representative working at City National Securities, Inc. in Beverly Hills, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
City National Bank Beverly Hills, CA Nov 2013 - Current 3
Unemployed Rohnert Park,, CA Jun 2013 - Oct 2013 < 1
Alpha Wealth Management & Planning Novato, CA Feb 2013 - May 2013 < 1
Associated Students, Inc. Rohnert Park, CA Dec 2011 - May 2013 1
Unemployed Rohnert Park, CA Feb 2011 - Nov 2011 < 1
The Walt Disney Company Anaheim, CA Aug 2010 - Jan 2011 < 1
Wells Fargo Bank Petaluma, CA Jul 2009 - Jul 2010 1
Student Arcata, CA Aug 1990 - Jul 2009 18
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Adam Gourley
Phone Number: 310-888-6400
Firm Website: http://www.cnb.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    668
    MILLIONS
  • Total Number of Accounts
    1,036
    ACCOUNTS
  • Average Account Value
    $645,239
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, NV, NY, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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