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Christina Edland Gumm

Cibc Private Wealth Advisors, Inc.

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About Christina Edland Gumm

Christina Edland Gumm is a financial advisor associated with CIBC Private Wealth Advisors, Inc. based in Dallas, TX. Christina holds a Series 7 and Series 65 license. She has been active in the financial industry since 2009, and her professional experience includes positions at firms such as Esposito Securities, LLC, First Preston HT, Northern Trust, United Capital Financial Advisors, LLC, and CIBC Private Wealth. Christina specializes in providing financial advice for individuals, families, and businesses, and offers a range of services including financial planning, investment management, and portfolio management.

Firm Information

Christina Gumm is currently registered with Cibc Private Wealth Advisors, Inc.. CIBC Private Wealth Advisors, Inc. is a registered investment advisor headquartered in Chicago, IL. With a focus on individual and institutional clients, the firm offers a wide range of services, including portfolio management, financial planning, and selection of other advisors. CIBC Private Wealth Advisors, Inc. has approximately $57.31 billion in regulatory assets under management.
Cibc Private Wealth Advisors, Inc.

181 WEST MADISON STREET

CHICAGO, IL 60602

$57.31B

Assets Under Management

Not reported

Total Clients

151

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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index provider

Index provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Christina Gumm’s Registration & Firm History

TX

05/09/2024 - Present

Cibc Private Wealth Advisors, Inc. (Dallas TX)

TX

01/15/2009 - 03/17/2009

ESPOSITO SECURITIES, LLC (DALLAS TX)

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Licenses & Designations

IA

Issued 09/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/14/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christina Edland Gumm.
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