James Gunter (CRD# 6011904) is an Investment Advisor Representative working at Savant Wealth Management in Huntsville, AL and has over 11 years of experience in the finance industry. James Gunter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4169767
Lpl Financial LLC
CRD# 2106004
Raymond James Financial Services Advisors, Inc.
CRD# 6386557
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Savant Wealth Management | Rockford, IL | Dec 2023 - Current | < 1 |
| Bridgeworth Llc Dba Bridgeworth Wealth Management | Birmingham, AL | Dec 2016 - Nov 2023 | 6 |
| Lpl Financial | Birmingham, AL | Dec 2016 - Sep 2018 | 1 |
| Fleishel Financial Associates, Inc. | Deland, FL | Aug 2013 - Dec 2016 | 3 |
| Raymond James Financial Services Advisors Inc. | Deland, FL | Jul 2013 - Dec 2016 | 3 |
| Raymond James Financial Services, Inc. | Deland, FL | Sep 2012 - Dec 2016 | 4 |
| Fleishel Financial Associates | Deland, FL | Jan 2012 - Dec 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2013 |
- AL
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Total Assets Under Management24,398MILLIONS
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Total Number of Accounts16,294ACCOUNTS
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Average Account Value$1,497,331
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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