Chase Gunter (CRD# 7607091) is an Investment Advisor Representative working at Lpl Financial LLC in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl | Blairsville, GA | Apr 2024 - Current | < 1 |
| Ifg Advisory, Llc D/b/a Appalachian Wealth Mangement | Atlanta, GA | Apr 2024 - Current | < 1 |
| Wealth Plan Financial | Blairsville, GA | Aug 2022 - Apr 2024 | 1 |
| Unemployed | Bishop, GA | Apr 2022 - Aug 2022 | < 1 |
| United Bank | Madison, GA | Dec 2018 - Apr 2022 | 3 |
| Lad Logistics | Watkinsville, GA | May 2009 - Dec 2018 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- GA
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Total Assets Under Management463,475MILLIONS
-
Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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