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Keith Ryan Gunther

Legacy Investment Strategies, LLC

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About Keith Ryan Gunther

Keith Ryan Gunther is a financial advisor with over 35 years of experience in the financial services industry. Keith is registered with Legacy Investment Strategies, LLC and has been a Registered Representative with LPL Financial since May 2024. Prior to that, Keith worked with Crown Capital Securities, L.P. and Titan/Value Equities Group, Inc. Keith has a wide range of experience, including serving high-net-worth individuals, corporations and other businesses. Keith specializes in retirement planning and financial planning.

Firm Information

Keith Gunther is currently registered with Legacy Investment Strategies, LLC. Legacy Investment Strategies, LLC is an investment advisor with 9 investment advisory professionals, registered in the state of Florida. The firm manages $78.63 million in assets for 345 clients, including high-net-worth individuals, corporations, and individuals other than high-net-worth. The firm offers portfolio management for individuals and selection of other advisers.

$78.63M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Gunther’s Registration & Firm History

LA

05/28/2024 - Present

Legacy Investment Strategies, LLC (METAIRIE LA)

CA

08/24/1999 - 05/01/2024

CROWN CAPITAL SECURITIES, L.P. (LA PALMA CA)

MA

03/31/1999 - 08/20/1999

MUTUAL SERVICE CORPORATION (BOSTON MA)

CA

07/23/1986 - 03/31/1999

TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)

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Licenses & Designations

IA

Issued 12/02/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/15/1986

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/19/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Keith Ryan Gunther.
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