Lundy GunnCRD Number: 1019952
Current Firm: Signator Investors, Inc.
Lundy Gunn (CRD# 1019952) is an Investment Advisor Representative working at Signator Investors, Inc. in Oxford, MS and has over 23 years of experience in the finance industry.
Hardy Reed, LLC
Mml Investors Services, LLC
Ameriprise Financial Services, Inc.
|John Hancock Mutual Life Insurance Compa||Jackson, MS||Jul 1999 - Current||18|
|Signator Investors, Inc.||Boston, MA||Jul 1999 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1994|
|S65||NASAA Investment Advisors Law Examination||Jun 1999|
Total Assets Under Management2,196MILLIONS
Total Number of Accounts25,384ACCOUNTS
Average Account Value$86,500
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV