Gary JundCRD Number: 262677
Current Firm: Calton & Associates, Inc.
Gary Jund (CRD# 262677) is an Investment Advisor Representative working at Calton & Associates, Inc. in Tampa, FL and has over 27 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Financial Guidance Group, Inc.
Econologics Financial Advisors
|Calton & Associates, Inc.||Milwaukee, WI||Jun 2019 - Current||3|
|Capital Financial Services, Inc.||Minot, ND||Apr 1986 - Jun 2019||33|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1994|
|S66||NASAA Uniform Combined State Law Examination||Nov 2016|
Total Assets Under Management1,291MILLIONS
Total Number of Accounts10,644ACCOUNTS
Average Account Value$121,284
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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