Lundy
Gunn
Royal Alliance Associates, Inc
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About this Advisor
Lundy Gunn is a chartered financial consultant based out of Oxford, Mississippi with a total of 5 years of relevant experience. Gunn currently works for Royal Alliance Associates, Inc. Gunn has gained experience at John Hancock Mutual Life Insurance Compa, Signator Investors, Inc and Royal Alliance Associates, Inc. Gunn maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Mississippi. Royal Alliance Associates, Inc is a company operating out of Jersey City, NJ. The company has offices in 1,009 locations and a total of 3,704 financial advisors. It handles $30 billion in assets under management across its 149,233 client accounts, placing it among the biggest investment advisory firms in the nation by assets under management. The firm provides services to 191 charitable organizations. Of its 149,233 customer accounts, just 11% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Royal Alliance Associates, Inc has a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fee schedules typically are based on which services the firm provides the client. Fees billed by Royal Alliance Associates, Inc can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Royal Alliance Associates, Inc Brokerage Details
$29,536,149,674
3,704
149,233
$197,920
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
- Educational seminars/workshops
Lundy Gunn Work History
Lundy has been registered as a financial advisor for 5 years.*
Royal Alliance Associates, Inc
John Hancock Mutual Life Insurance Compa
Signator Investors, Inc
*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 Lundy Gunn to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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