Vance GunnCRD 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.
Pathway Financial Planning, Inc.
Axa Advisors, LLC
Joss Financial Group
|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|
Total Assets Under Management64,210MILLIONS
Total Number of Accounts224,839ACCOUNTS
Average Account Value$285,581
- 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
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