Justin Klunder (CRD# 6318094) is an Investment Advisor Representative working at Gray Private Wealth, LLC in Canton, MA and has over 8 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
CRD# 5046672
Lido
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gray, Gray & Gray | Canton, MA | Sep 2015 - Current | 8 |
| Gray Private Wealth, LLC | Canton, MA | Sep 2015 - Current | 8 |
| 1st Global Capital Corp. | Canton, MA | Nov 2015 - Jan 2018 | 2 |
| 1st Global Advisors, Inc. | Canton, MA | Nov 2015 - Jan 2018 | 2 |
| Veritable, LP | Newton Square, PA | Aug 2007 - Sep 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2016 |
- MA
- TX
-
Total Assets Under Management396MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$1,522,705
- 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
- Selection of other advisers (including private fund managers)
CA, FL, MA, NH, PA, RI, TX
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