Ryan GunnCRD Number: 5326196
Current Firm: Royal Alliance Associates, Inc.
Ryan Gunn (CRD# 5326196) is an Investment Advisor Representative working at Royal Alliance Associates, Inc. in Westlake Village, CA and has over 10 years of experience in the finance industry.
Fried Asset Management, Inc.
Greyfox Investors LLC
|Gunn Financial Associates/royal Alliance||Thousand Oaks, CA||Oct 2008 - Current||8|
|Royal Alliance Associates, Inc.||Thousand Oaks, CA||Oct 2008 - Current||8|
|Lpl Financial||Sandy, UT||May 2007 - Sep 2008||1|
|Wells Fargo Financial||Salt Lake City, UT||Feb 2005 - May 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2007|
Total Assets Under Management4,629MILLIONS
Total Number of Accounts19,113ACCOUNTS
Average Account Value$242,202
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VI, VT, WA, WI, WV