Christina
Gumm

Cibc Private Wealth Advisors, Inc

CRD#5279800
Investment Advisor
in Dallas, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Christina Gumm is a financial advisor based in Dallas, Texas, working with Cibc Private Wealth Advisors, Inc. Christina has previously held positions at First Preston Ht, Northern Trust, United Capital Financial Advisers, LLC, and Cibc Private Wealth. Christina has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Christina is part of Cibc Private Wealth Advisors, Inc, which operates out of Dallas, Texas. The firm has 13 offices and 539 employees. The firm manages assets totaling $57.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Cibc Private Wealth Advisors, Inc includes asset-based, fixed, and performance-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

2121 N Pearl Street, Ste 1230
Dallas, TX 75252

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Cibc Private Wealth Advisors, Inc Brokerage Details

Total Assets Under Management

$57,308,548,955

TX Average: $6,674,516,078
Total Number of Employees

539

TX Average: 44
Total Number of Accounts

29,445

TX Average: 2,564
Average Account Size

$1,946,291

TX Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Other

Christina Gumm Work History

2024 - Present (1 year)

Cibc Private Wealth

2019 - 2024 (5 years)

United Capital Financial Advisers, LLC

2016 - 2019 (3 years)

Northern Trust

2012 - 2015 (3 years)

First Preston Ht

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Christina Gumm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cibc Private Wealth Advisors, Inc

Amanda Marsted
New York, NY
Abby Davis
Chicago, IL
Kyle Edmonds
Chicago, IL
Lisa Mullaney
Chicago, IL
Michael Zeier
Chicago, IL
Richard Vandenberg
San Francisco, CA
James Judd
Chicago, IL
Jonathan Kadish
West Palm Beach, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started