Norman GunnCRD Number: 2703289
Current Firm: Lgt Financial Advisors LLC
Norman Gunn (CRD# 2703289) is an Investment Advisor Representative working at Lgt Financial Advisors LLC in Dallas, TX and has over 25 years of experience in the finance industry. Norman Gunn 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.
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|Lane Gorman Trubitt, LLC||Dallas, TX||Jan 2016 - Current||6|
|Lgt Financial Advisors, LLC||Dallas, TX||Jan 2016 - Current||6|
|Investment Security Corporation||Calabasas, CA||Nov 2012 - Current||9|
|Lgt Insurance Services||Dallas, TX||Jan 2009 - Current||13|
|Lido Advisors, LLC||Beverly Hills, CA||Jul 2015 - Dec 2019||4|
|Lgt Financial Advisors, LLC||Dallas, TX||Jun 2009 - Dec 2015||6|
|Lane Gorman Trubitt, Pllc||Dallas, TX||Jan 2009 - Dec 2015||6|
|Lido Advisors, Inc.||Beverly Hills, CA||Mar 2013 - Jul 2015||2|
|Girard Securities, Inc.||San Diego, CA||Mar 2009 - Dec 2012||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1996|
|S65||NASAA Investment Advisors Law Examination||Aug 1996|
Total Assets Under Management253MILLIONS
Total Number of Accounts424ACCOUNTS
Average Account Value$595,852
- 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)
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