CC
CFP
CC
CFP

Christine Cortes

24 Years of Experience
Alexandria, VA
Broker

Christine Cortes is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Alexandria, VA, with 24 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

Alexandria, VA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Ameriprise Financial Services, LLCBroker
October 2025 - Present · 7 mos
Ameriprise Financial Services, LLC
October 2025 - Present · 7 mos
Ameriprise Financial Services, LLC
October 2025 - Present · 7 mos
Previous Registrations
Wells Fargo Advisors
March 2025 - September 2025 · 6 mos
Wells Fargo Clearing Services, LLCBroker
March 2025 - September 2025 · 6 mos
PNC Investments
June 2023 - February 2025 · 1 yr 8 mos
PNC Investments
July 2019 - December 2022 · 3 yrs 5 mos
PNC InvestmentsBroker
July 2019 - February 2025 · 5 yrs 7 mos
Morgan Stanley
January 2018 - February 2019 · 1 yr 1 mo
Morgan StanleyBroker
October 2017 - February 2019 · 1 yr 4 mos
Citigroup Global Markets INC.
August 2014 - September 2017 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
July 2014 - September 2017 · 3 yrs 2 mos
PNC Investments
November 2009 - July 2014 · 4 yrs 8 mos
PNC InvestmentsBroker
November 2009 - July 2014 · 4 yrs 8 mos
Natcity Investments, INC.Broker
February 2009 - November 2009 · 9 mos
Natcity Investments, INC.
February 2009 - November 2009 · 9 mos
Edward Jones
December 2007 - February 2009 · 1 yr 2 mos
Edward JonesBroker
November 2007 - February 2009 · 1 yr 3 mos
Equity Services, INC.Broker
January 2001 - December 2002 · 1 yr 11 mos
Signator Investors, INC.Broker
August 1997 - December 1999 · 2 yrs 4 mos
The Dreyfus Service CorporationBroker
December 1996 - July 1997 · 7 mos
Olde Discount CorporationBroker
February 1996 - October 1996 · 8 mos
Lew Lieberbaum & CO., INC.Broker
September 1995 - January 1996 · 4 mos
Comprehensive Capital CORP.Broker
May 1995 - October 1995 · 5 mos
First United Equities CorporationBroker
February 1995 - April 1995 · 2 mos
Kensington Wells IncorporatedBroker
July 1994 - February 1995 · 7 mos
State Registrations5 states
DCFLMDNYVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Christine Cortes - Financial Advisor | TrueAdvisor