CR
Christian M. Ramsey
QRIA
COLORADO SPRINGS, CO
Some features on this profile are disabled
CRD#: 3038410
CR
Professional summary
Christian Mcdonald Ramsey is a registered financial advisor currently at QRIA, INC. located in Colorado Springs, Colorado.
Christian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Christian has worked at 6 firms and has passed the Series 63, Series 65, Series 6TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)CMR FINANCIAL SERVICES, INC.; SIERRA VISTA, AZ; CMR FINANCIAL SERVICES, INC. IS A COMPANY WHOLELY OWNED BY CHRISTIAN RAMSEY FOR THE PURPOSE OF PERFORMING FINANCIAL, INSURANCE AND ESTATE PLANNING AND RECEIVING BOTH COMMISSIONS AND FEES FROM THE SALE OF BOTH FINANCIAL AND INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; START DATE 05/10/2013; 60 HOURS PER MONTH; 60 HOURS DURING TRADING; FINANCIAL, INSURANCE AND ESTATE PLANNING SERVICES ARE PERFORMED ALONG WITH INVESTMENT REVIEW AND RECOMMENDATION OF ALL MANNER OF SECURITIES AND INSURANCE PRODUCTS. 2)ADVISOR RESOURCES LLC; SIERRA VISTA, AZ; BUSINESS OWNER; NON-INVESTMENT RELATED; START DATE 01/01/2007; 10 HOURS PER MONTH; 1 HOUR DURING MARKET HOURS; AGGREGATE PRODUCT NEWS AND INFORMATION. 3) Writer; Author; Is the business investment related: No; Location of the business: 615 E Boulder St Colorado Springs CO 80903 US; Description of the business: Creater of written content to include Books, Articles and Press Releases that may be attributed directly to the author personally or through Independent Media Solutions as a credentialed member of the Free Press; Responsibilities Duties: Writing, editing and research; Start date with business: 2005-01-01; Hours per month devoted to business during trading hours: 2; Hours per month devoted to business outside trading hours: 2; Percentage of total yearly compensation expected to be derived from the business: 0; 4) CHRISTIAN MCDONALD RAMSEY is the President at Q Exchange, LLC; Investment related: Yes; Location: 102 S Tejon St Suite 1100 Colorado Springs CO 80904 ; Start date: 2024-06-24; Description: Qualified Intermediary for 1031 Exchange; Responsibilities Duties: Open and maintain Escrow funds during a 180 day 1031 Exchange Period; 20 Hours per month during trading hours; 20 Hours per month outside trading hours; 5% of total yearly compensation derived from the business; 5) name; INVTR Administrators LLC; investment-related; YES address; 315 N 18th st Colorado Springs CO 80904 nature business; Administration of Promissory Notes as a Disinterested third party service position; Manager start date; 2025-08-30 hours/month devoted to business; 5 hours devoted to business during securities trading hours; 5
CRS (Client Relationship Summary) - RIA
Click below to view Christian Mcdonald Ramsey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 23, 2023 - Present
QRIA, INC.
RIA
CRD#: 324506
COLORADO SPRINGS, CO
Past
February 29, 2016 - May 2, 2023
GWN SECURITIES INC.
RIA
CRD#: 128929
Sierra Vista, AZ
Past
February 25, 2016 - May 2, 2023
GWN SECURITIES INC.
BD
CRD#: 128929
PALM BEACH GARDENS, FL
Past
January 26, 2009 - February 10, 2016
FOOTHILL SECURITIES, INC.
RIA
CRD#: 1027
Sierra Vista, AZ
Past
January 23, 2009 - February 10, 2016
FOOTHILL SECURITIES, INC.
BD
CRD#: 1027
Sierra Vista, AZ
Past
April 5, 2005 - January 22, 2009
QA3 FINANCIAL LLC
RIA
CRD#: 104957
ROSEVILLE, CA
Past
March 22, 2005 - January 22, 2009
QA3 FINANCIAL CORP.
BD
CRD#: 14754
ROSEVILLE, CA
Past
April 16, 1998 - November 3, 1998
WELLS FARGO SECURITIES INC.
BD
CRD#: 17438
SAN FRANCISCO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Arizona(5/23/2023)
IAR
California(7/7/2023)
IAR
Colorado(1/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
QI
QRIA, INC.
CHRISTIAN RAMSEY | QRIA, INC.
CRD#: 324506 / SEC#:
Arizona
Registered Investment Advisory firm - (5/23/2023 Approved)California
Registered Investment Advisory firm - (7/7/2023 Approved)Colorado
Registered Investment Advisory firm - (1/3/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Colorado Springs, CO
Mailing Address
102 S Tejon St Suite 1100, Colorado Springs, CO 80904
Phone number
(916) 233-6010
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 38 |
| AUM (Assets Under Management) | $ 10,800,000 |
Red Flags
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