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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald James Gunn is an active registered investment advisor representative in Florida. Donald is also a registered representative with International Assets Investment Management, LLC, a firm that has been in business since October 2011. The firm provides investment advisory services to individuals and businesses. Donald has been with the firm since October 2022 and has a strong track record in the industry. Prior to joining International Assets Investment Management, LLC, Donald worked at several other firms, including Anderson & Strudwick, Incorporated and J.P. Turner & Company, L.L.C. Donald has a broad range of experience in the financial services industry and is committed to providing his clients with the highest level of service.
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.
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2
FL
11/10/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
FL
04/21/2010 - 10/17/2011
ANDERSON & STRUDWICK, INCORPORATED (TAMPA FL)
FL
03/24/2010 - 04/19/2010
J.P. TURNER & COMPANY, L.L.C. (TAMPA FL)
FL
03/17/1997 - 03/25/2010
GUNNALLEN FINANCIAL, INC (TAMPA FL)
FL
12/06/1995 - 03/14/1997
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
CA
08/04/1995 - 12/08/1995
W.J. GALLAGHER & COMPANY, INC. (PASADENA CA)
CO
11/28/1990 - 07/27/1995
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
CO
01/22/1986 - 12/03/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
IA
Issued 10/15/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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