William Gunderson (CRD# 2451600) is an Investment Advisor Representative working at Gunderson Capital Management in Mount Pleasant, SC and has over 30 years of experience in the finance industry.
CRD# 4933448
Truist Advisory Services, Inc.
CRD# 5938137
Lpl Financial LLC
CRD# 5935833
State Farm Investment Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gunderson Capital Management Inc. | Mount Pleasant, SC | Nov 2021 - Current | 2 |
| Southport Capital | Chattanooga, TN | May 2021 - Current | 2 |
| N/a | N.a, XX | May 2020 - May 2021 | 1 |
| Gunderson Capital Management | Mt. Pleasant, SC | Jun 2010 - May 2020 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1994 |
| S65 | NASAA Investment Advisors Law Examination | Sep 2013 |
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- SC
- TX
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Total Assets Under Management228MILLIONS
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Total Number of Accounts1,210ACCOUNTS
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Average Account Value$188,166
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
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