Vance Gunn, financial advisor Williamsburg VA
93 score

Vance Gunn

CRD Number: 5546151
Current Firm: Raymond James Financial Services Advisors, Inc.

Vance Gunn (CRD# 5546151) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Williamsburg, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Townebank Williamsburg, VA Jun 2016 - Current < 1
Raymond James Financial Services Williamsburg, VA Sep 2015 - Current 1
Raymond James Financial Services Advisors Inc. Williamsburg, VA Sep 2015 - Current 1
Monarch Bank Williamsburg, VA Sep 2015 - Jun 2016 < 1
Cetera Investment Advisors LLC Saint Cloud, MN Jan 2014 - Aug 2015 1
Regions Bank Ft. Walton Beach, FL Sep 2013 - Aug 2015 1
Cetera Investment Services St Cloud, MN Sep 2013 - Aug 2015 1
Student Niceville, FL May 2013 - Aug 2013 < 1
The Exchange Elgin, Afb, FL Feb 2013 - May 2013 < 1
Student Niceville, FL Aug 2012 - Feb 2013 < 1
Usaa Financial Advisors, Inc. San Antonio, TX Aug 2010 - Aug 2012 2
Usaa Financial Planning Services San Antonio, TX Aug 2010 - Aug 2012 2
Edward Jones St. Louis, MO Jun 2008 - Aug 2010 2
Us Army Reserves San Antonio, TX Jun 2008 - Apr 2010 1
U.s Army Killeen, TX May 2003 - Jun 2008 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2008
Contact Info for Vance H. Gunn
Phone Number: 727-567-5877
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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