Patrick Gunther (CRD# 1573122) is an Investment Advisor Representative working at Independent Advisor Alliance, LLC in Summerville, 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 |
|---|---|---|---|
| Independent Advisor Alliance, LLC | Summerville, SC | Jan 2021 - Current | 3 |
| Lpl Financial LLC | Summerville, SC | Aug 2016 - Current | 7 |
| Generouswealth, LLC | Summerville, SC | Aug 2020 - Jan 2021 | < 1 |
| Independent Advisor Alliance, LLC | Summerville, SC | Aug 2016 - Aug 2020 | 4 |
| Bank Of America, N.a. | Jericho, NY | Dec 2011 - Aug 2016 | 4 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jericho, NY | Jun 2011 - Aug 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2011 |
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.
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Total Assets Under Management12,827MILLIONS
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Total Number of Accounts52,309ACCOUNTS
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Average Account Value$245,214
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
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- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY
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