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Mary Patricia Gunn

International Assets Advisory, LLC

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About Mary Patricia Gunn

Mary Patricia Gunn is a financial professional with over 30 years of experience in the industry. Mary is currently registered with International Assets Advisory, LLC, a firm that offers a variety of financial services including portfolio management for businesses, pooled investment vehicles and selection of other advisers. Mary's past experience includes positions at Anderson & Strudwick, Incorporated; J.P. Turner & Company, L.L.C; Gunnallen Financial, Inc; Barnett Investments, Inc; Sovereign Equity Management Corp; and Chatfield Dean & Co., Inc.

Firm Information

Mary Gunn is currently registered with International Assets Advisory, LLC. International Assets Advisory, LLC is a Limited Liability Company formed in 2001. The firm offers investment advisory services, including selection of other advisors, portfolio management for businesses, and portfolio management for pooled investment vehicles. The firm is registered with the SEC and is also registered in all 50 states and the District of Columbia.
International Assets Advisory, LLC

111 N. ORANGE AVENUE

ORLANDO, FL 32801

Not reported

Assets Under Management

Not reported

Total Clients

32

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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Mary Gunn’s Registration & Firm History

FL

10/14/2011 - Present

International Assets Advisory, LLC (TAMPA FL)

FL

04/16/2010 - 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

11/02/2009 - 03/30/2010

GUNNALLEN FINANCIAL, INC (TAMPA FL)

FL

03/03/1998 - 04/28/2009

GUNNALLEN FINANCIAL, INC (TAMPA FL)

FL

05/17/1996 - 03/03/1998

BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)

FL

12/13/1995 - 04/01/1996

SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)

CO

10/15/1992 - 08/18/1995

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

CO

09/10/1991 - 12/04/1991

CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 09/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/23/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/16/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 06/22/1995

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/01/2014

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 09/09/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mary Patricia Gunn.
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