Christina Gumm, financial advisor Dallas TX

Christina Gumm

CRD Number: 5279800
Current Firm: Cibc Private Wealth Advisors, Inc.

Christina Gumm (CRD# 5279800) is an Investment Advisor Representative working at Cibc Private Wealth Advisors, Inc. in Dallas, TX and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cibc Private Wealth Dallas, TX Apr 2024 - Current < 1
United Capital Financial Advisers, LLC Newport Beach, CA Jan 2019 - Apr 2024 5
Northern Trust Dallas, TX Feb 2016 - Jan 2019 2
Unemployed Dallas, TX Oct 2015 - Feb 2016 < 1
First Preston Ht Dallas, TX Sep 2012 - Nov 2015 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2019
Contact Info for Christina E. Gumm
Phone Number: 312-368-7700
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    57,309
    MILLIONS
  • Total Number of Accounts
    29,445
    ACCOUNTS
  • Average Account Value
    $1,946,291
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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