Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Gunn is a financial advisor with over 30 years of experience in the industry. Charles Gunn is currently registered as an Investment Advisor Representative (IAR) with Wealthcare Advisory Partners LLC and has previously held similar positions with OSAIC WEALTH, INC., PIM FINANCIAL SERVICES, INC., and MCFERRIN SECURITIES, INC.. Charles Gunn offers a range of services, including financial planning, portfolio management, and selection of other advisors. Charles Gunn holds the Series 63, Series 65, Series 24, Series 7, and SIE licenses. Charles Gunn is also a Certified Financial Planner. Charles Gunn's firm, Wealthcare Advisory Partners LLC, manages assets for a variety of clients, including individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
08/05/2024 - Present
Wealthcare Advisory Partners LLC (WEST CHESTER PA)
CA
12/11/1998 - 08/08/2024
OSAIC WEALTH, INC. (SAN CLEMENTE CA)
CA
07/25/1989 - 12/14/1998
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
NA
06/14/1985 - 01/25/1990
MCFERRIN SECURITIES, INC.
CA
07/21/1982 - 01/25/1990
MCFERRIN SECURITIES, INC. (WOODLAND HILLS CA)
NA
02/28/1984 - 03/25/1985
CAPITAL CONCEPTS INVESTMENT CORP.
NA
01/08/1981 - 07/08/1982
CAPITAL CONCEPTS INVESTMENT CORP.
IA
Issued 04/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1989
Series 7 - General Securities Representative Examination
BC
Issued 01/05/1981
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
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