Marilyn Gunther, financial advisor Southfield MI
96 score

Marilyn Gunther

CRD Number: 1181724
Current Firm: Center For Financial Planning Inc.

Marilyn Gunther (CRD# 1181724) is an Investment Advisor Representative working at Center For Financial Planning Inc. in Southfield, MI and has over 33 years of experience in the finance industry. Marilyn Gunther 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors, Inc. Southfield, MI Apr 2009 - Current 7
Center For Financial Planning Inc. Southfield, MI Mar 1988 - Current 28
Raymond James Financial Services, Inc. Southfield, MI Jun 1987 - Current 29
Indep Insurance Agent Southfield, MI Jan 1983 - Current 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1983
Contact Info for Marilyn M. Gunther
Phone Number: (248)948-7900
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    729
    MILLIONS
  • Total Number of Accounts
    2,510
    ACCOUNTS
  • Average Account Value
    $290,319
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AZ, CA, CO, FL, GA, IL, KY, MA, MI, MN, MO, NC, NY, OH, OR, PA, SC, TX, VA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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