Joseph
Gunn
Cambridge Investment Research Advisors, Inc
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About this Advisor
Joseph Gunn is a financial advisor based in New Castle, Pennsylvania with 6 years of relevant experience. Gunn is on the advisory team at Cambridge Investment Research Advisors, Inc. Their career trajectory has included roles at Metropolitan Life Insurance Company, Metlife Securities Inc, Met Group, Mml Investors Services, LLC, Cambridge Investment Research Advisors, Inc, Massachusetts Mutual Life Insurance Company and Cambridge Investment Research, Inc. Gunn holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to serve investors in Pennsylvania and Texas. Cambridge Investment Research Advisors, Inc is a firm operating out of Fairfield, IA. It has offices in 2,023 locations and a total of 3,352 financial advisors. It oversees $82 billion in total assets between its 461,370 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to six charitable organizations. Of its 461,370 customer accounts, just 10% belong to high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services and educational seminars. Fees for financial management usually depend on the type of financial services offered. Fees charged by Cambridge Investment Research Advisors, Inc most likely include any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cambridge Investment Research Advisors, Inc Brokerage Details
$82,427,818,654
3,352
461,370
$178,659
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Market timing services
- Educational seminars/workshops
Joseph Gunn Work History
Joseph has been registered as a financial advisor for 6 years.*
Cambridge Investment Research Advisors, Inc
Cambridge Investment Research, Inc
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metropolitan Life Insurance Company
Metlife Securities Inc
Met Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Joseph Gunn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cambridge Investment Research Advisors, Inc
Salt Lake City, UT
Ann Arbor, MI
Glen Allen, VA
Tolland, CT
Roanoke, TX
Staten Island, NY
Brentwood, TN
Ormond Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
