UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
2yrs
Connor Gray
Financial advisor at Ameriprise Financial Services
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office100 Pringle Ave Suite 420, Walnut Creek, CA 94596
How the firm is paid ?Percent of assets, Hourly, Flat fee
States licensed ?1 state
Services through Ameriprise Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- Jul 2025 – nowAmeriprise Financial Services, LLCCurrent firm
- Jul 2024 – Apr 2025Equitable Advisors, LLCPreviously
Questions to ask Connor
Tailored to Connor’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Connor
How do I contact Connor?
Call Ameriprise Financial Services at 612-671-3131 and ask for Connor Gray. Connor works from the Walnut Creek, CA office.
How long has Connor been a financial advisor?
Connor has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Connor hold?
Series 66. Tap any license on this page to see what it allows.
Is Connor a fiduciary?
Connor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Connor paid?
Ameriprise Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Connor for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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