Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Stephen Gunter is a financial advisor registered with Savant Wealth Management. James has been working in the financial services industry since 2012 and holds the Series 63, Series 66, Series 7 and SIE licenses. James is a Certified Financial Planner™ professional. James is currently registered with Savant Wealth Management in Alabama and is also registered with the state of Illinois. Before joining Savant Wealth Management, James worked with LPL Financial LLC and Raymond James Financial Services, Inc.. James has experience working with individuals, high-net-worth individuals, corporations, pension and profit sharing plans, charitable organizations, and state or municipal government entities.
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.
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
AL
12/04/2023 - Present
Savant Wealth Management (Huntsville AL)
AL
01/23/2017 - 09/28/2018
LPL FINANCIAL LLC (HUNTSVILLE AL)
FL
09/17/2012 - 12/27/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (DELAND FL)
BOTH
Issued 07/13/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure James Gunter is the right advisor for you? Invested Better is here to help.
