James
Gunter
Anchor Capital
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About this Advisor
James Gunter is a financial advisor based in Aliso Viejo, California, working with Anchor Capital. James has previously held positions at Oppenheimerfunds Distributor, Inc, Hennion & Walsh, Foresters Life Insurance And Annuity Company, Anchor Capital Management Group, Inc, Northern Lights Distributors, LLC, and Massachusetts Mutual Life Insurance Company. James has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California and Ohio. Currently, James is part of Anchor Capital, which operates out of Aliso Viejo, California. The firm has 4 employees and manages assets totaling $389.7 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for institutional clients. The fee structure at Anchor Capital includes asset-based and other fees.
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Anchor Capital Brokerage Details
$389,745,910
4
34
$11,463,115
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
James Gunter Work History
Anchor Capital Management Group, Inc
Northern Lights Distributors, LLC
Massachusetts Mutual Life Insurance Company
Foresters Life Insurance And Annuity Company
Hennion & Walsh
Oppenheimerfunds Distributor, Inc
Disclosures
Please visit the SEC profile of James Gunter 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 Anchor Capital
Aliso Viejo, CA
Aliso Viejo, CA
West Chester, PA
Aliso Viejo, CA
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