Marshall Gunn (CRD# 1210021) is an Investment Advisor Representative working at Gunn & Company Investment Management, Inc. in Jacksonville, FL and has over 30 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 6942351
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gunn & Company, P.a. | Jacksonville, FL | Jan 2022 - Current | 2 |
| Gunn & Company Investment Management, Inc. | Jacksonville, FL | Nov 1996 - Current | 27 |
| Gunnchamberlain Cpa Firm, P.l. | Jacksonville, FL | Nov 2012 - Dec 2021 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | May 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
- GA
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Total Assets Under Management168MILLIONS
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Total Number of Accounts396ACCOUNTS
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Average Account Value$423,293
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, GA, NC
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