Megan GunnCRD Number: 3020472
Current Firm: Charles Schwab & Company, Inc.
Megan Gunn (CRD# 3020472) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Newport Beach, CA and has over 24 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Charles Schwab Bank, Ssb||Newport Beach, CA||Oct 2021 - Current||2|
|Charles Schwab & Company, Inc.||Newport Beach, CA||Oct 2021 - Current||2|
|Unemployed||Los Angeles, CA||Feb 2020 - Sep 2021||1|
|First Republic Bank||Los Angeles, CA||Apr 2019 - Jan 2020||< 1|
|First Republic Securities Company, LLC||Los Angeles, CA||Apr 2019 - Jan 2020||< 1|
|Traveling/unemployed||Los Angeles, CA||Oct 2018 - Mar 2019||< 1|
|J.p. Morgan Securities LLC||Los Angeles, CA||Nov 2017 - Sep 2018||< 1|
|Jpmorgan Chase Bank, Na||Los Angeles, CA||Nov 2017 - Sep 2018||< 1|
|J.p. Morgan Securities LLC||Los Angeles, CA||Mar 2015 - Oct 2017||2|
|Jpmorgan Chase Bank, Na||Los Angeles, CA||Mar 2015 - Oct 2017||2|
|Traveling/unemployed||Los Angeles, CA||Jul 2014 - Feb 2015||< 1|
|Goldman, Sachs & Company||Los Angeles, CA||May 2010 - Jun 2014||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1999|
|S66||NASAA Uniform Combined State Law Examination||May 2022|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Fixed fees (other than subscription fees)
- Financial planning services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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