Unclaimed
Chase Gunter is a financial advisor affiliated with LPL Financial LLC. Chase is a registered representative and investment advisor representative in the state of Georgia. Chase is also registered in several other states, including Florida, Idaho, Illinois, Iowa, Maryland, North Carolina, and South Carolina. Chase has been in the securities industry since November 2022 and has experience providing investment advisory services through IFG Advisory, LLC, an independent investment advisor firm. Chase is also involved in a real estate rental business.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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CA
04/22/2024 - Present
LPL Financial LLC (SAN DIEGO CA)
GA
11/30/2022 - 04/22/2024
LINCOLN FINANCIAL SECURITIES CORPORATION (BLAIRSVILLE GA)
BOTH
Issued 03/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/30/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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