Garrett Gunberg, financial advisor Denver CO
90 score

Garrett Gunberg

CRD Number: 5954338
Current Firm: Personal Capital Advisors Corporation

Garrett Gunberg (CRD# 5954338) is an Investment Advisor Representative working at Personal Capital Advisors Corporation in Denver, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Personal Capital Advisors Denver, CO Sep 2013 - Current 3
Wells Fargo Advisors LLC Longmont, CO Jul 2011 - Sep 2013 2
Wells Fargo Bank, N.a. Boulder, CO Aug 2010 - Jul 2011 < 1
Wells Fargo Financial Aurora, CO Feb 2010 - Jul 2010 < 1
Innovative Office Solutions Golden, CO Jun 2009 - Feb 2010 < 1
University Of Colorado Boulder Boulder, CO Aug 2005 - May 2009 3
Firstbank Of Colorado Boulder, CO Jun 2007 - Feb 2009 1
Bennigans Bar & Grill Broomfield, CO May 2006 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2011
Contact Info for Garrett Gunberg
Phone Number: 415-800-5922
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    2,128
    MILLIONS
  • Total Number of Accounts
    16,906
    ACCOUNTS
  • Average Account Value
    $125,900
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

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, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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