Alexander Gunbymerriman, financial advisor Easton PA

Alexander Gunbymerriman

CRD Number: 7529694
Current Firm: Valor Investments And Planning LLC

Alexander Gunbymerriman (CRD# 7529694) is an Investment Advisor Representative working at Valor Investments And Planning LLC in Easton, PA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Valor Investments And Planning LLC Easton, PA Aug 2023 - Current < 1
New York Life Insurance Company Horsham, PA Apr 2022 - Aug 2023 1
Techo-bloc Pen Argyl, PA Jul 2021 - Apr 2022 < 1
Sovereign Staffing Group Bethlehem, PA Feb 2021 - Jul 2021 < 1
Unemployed East Bangor, PA Sep 2020 - Jan 2021 < 1
Uline Allentown, PA Apr 2019 - Aug 2020 1
Bed Bath & Beyond Stroudsburg, PA Aug 2016 - Apr 2019 2
Lafayette College Easton, PA May 2016 - Jul 2016 < 1
Greater Johnstown School District Johnstown, PA Jun 2014 - Jul 2016 2
Lafayette College Easton, PA Aug 2012 - May 2016 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2023
Contact Info for Alexander Gunbymerriman
Phone Number: 484-546-2522
Registered State(s):
  • NJ
  • PA
By the Numbers
  • Total Assets Under Management
    56
    MILLIONS
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $151,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, NJ, PA

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