Paul Gunby, financial advisor Trappe MD
93 score

Paul Gunby

CRD Number: 4459912
Current Firm: Lincoln Financial Advisors Corporation

Paul Gunby (CRD# 4459912) is an Investment Advisor Representative working at Lincoln Financial Advisors Corporation in Trappe, MD and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Lutherville, MD Sep 2001 - Current 15
Self Employed Severna Park, MD Jul 1984 - Current 32
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Paul B. Gunby
Phone Number: 800-237-3813
Firm Website: https://www.lfg.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    13,548
    MILLIONS
  • Total Number of Accounts
    52,000
    ACCOUNTS
  • Average Account Value
    $260,535
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, 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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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