Keith Gunther (CRD# 1533552) is an Investment Advisor Representative working at Crown Capital Securities, LP in La Palma, CA and has over 36 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Crown Capital Securities, LP | Orange, CA | Aug 1999 - Current | 24 |
| Mgm Financial Group | La Palma, CA | May 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S65 | NASAA Investment Advisors Law Examination | Dec 1999 |
- CA
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Total Assets Under Management1,223MILLIONS
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Total Number of Accounts5,654ACCOUNTS
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Average Account Value$216,326
- 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
- Pension consulting services
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