AdFi
Chris Gure

Chris Gure

Charlotte, NC
Verified Identity

Consultant at

Fortress Financial Partners

Years of Experience

11 years

Member Since

2023

Allow Me to Introduce Myself

We use a team based approach to help clients feel like they have their own family office. Our clients are usually in three distinct buckets: - Business owners who are looking for a personal CFO. These are venture backed start-ups, multi-generation family businesses, and physicians who are workin...

Clientele

Doctors
Business Owners
Inheritors
Startup Employees
Nurses

Services Provided

Specialties and Expertise

Credentials and Designations

Pricing Models

Education

Auburn University

Bachelors Degree in Finance

Obtained in 2013

Disclosures and Proof of License

SEC Profile
FINRA BrokerCheck

Advisor Disclosure

• Securities and Investment Advisory Services offered through Fortress Private Ledger, LLC. Member FINRA/SIPC. • Third party posts found on this profile do not reflect the views of Fortress Private Ledger and have not been reviewed by Fortress Private Ledger as to accuracy or completeness. • For a list of states in which I am/we are registered to do business, please visit https://brokercheck.finra.org/

Member FINRA/SIPC

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Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested