Christopher Gurnee, financial advisor Ogden UT

Christopher Gurnee

CRD Number: 4252718
Current Firm: Kestra Advisory Services, LLC

Christopher Gurnee (CRD# 4252718) is an Investment Advisor Representative working at Kestra Advisory Services, LLC in Ogden, UT and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Kestra Investment Services, LLC Ogden, UT Jun 2018 - Current 5
Kestra Advisory Services, LLC Ogden, UT Jun 2018 - Current 5
Conerstone Financial & Associates, Inc. Ogden, UT Sep 2004 - Current 19
Foresters Equity Services, Inc. Ogden, UT May 2011 - Jun 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2000
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Christopher J. Gurnee
By the Numbers
  • Total Assets Under Management
    41,795
    MILLIONS
  • Total Number of Accounts
    140,407
    ACCOUNTS
  • Average Account Value
    $297,671
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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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Data verified by both the advisor and the public regulatory data.

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