Herman Gunter (CRD# 4392916) is an Investment Advisor Representative working at Independent Financial Partners in Live Oak, FL and has over 22 years of experience in the finance industry. Herman Gunter 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.
CRD# 1712429
Planmember Securities Corporation
CRD# 1836080
Planmember Securities Corporation
CRD# 4233410
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ifp Securities, LLC | Live Oak, FL | May 2019 - Current | 4 |
| Independent Financial Partners | Live Oak, FL | Jul 2010 - Current | 13 |
| Lpl Financial | Live Oak, FL | Sep 2009 - May 2019 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2001 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- AL
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- FL
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- LA
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Total Assets Under Management9,761MILLIONS
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Total Number of Accounts37,391ACCOUNTS
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Average Account Value$261,062
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, 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, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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