Unclaimed
David Gunther is a financial advisor with LPL Financial LLC. David has been working in the industry since 1994. David is registered with the state of Utah and Texas as an Investment Advisor Representative. David is also a licensed Series 7, Series 31, Series 63 and Series 65 general securities representative. David has been working with Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining LPL Financial LLC. David is an active member of the financial services community and has a strong commitment to providing clients with personalized financial advice.
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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2
UT
04/13/2017 - Present
LPL Financial LLC (AMERICAN FORK UT)
UT
07/18/1994 - 04/19/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVO UT)
IA
Issued 10/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/26/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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