Barton
Gunter

Lpl Financial LLC

CRD#4524454
Investment Advisor
in Dallas, TX
Are you Barton Gunter? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Barton Gunter is a certified financial planner who is based in Dallas, Texas. Currently a registered investment advisor at Lpl Financial LLC, they have gathered 13 years of work experience. Gunter has a Series 66 license, certifying them as both a securities agent and an investment advisor representative. Gunter is able to operate in Texas. Over the course of their career, Gunter has held roles at Comerica Securities, Lpl Financial, LLC and Mac Adams Wealth Advisors, LLC. Lpl Financial LLC is based out of Dallas, Texas, and has 8,011 additional offices across the United States. In aggregate, Lpl Financial LLC oversees $153 billion in assets dispersed across 680,466 accounts and employs more than 22,703 people. The amount of assets the firm manages places it among the largest investment advisory firms in the United States. The firm manages 655,827 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 23% of the advisory firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Lpl Financial LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. The firm may charge clients asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

6220 Campbell Road, Suite 301
Dallas, TX 75248

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lpl Financial LLC Brokerage Details

Total Assets Under Management

$159,099,423,965

TX Average: $16,012,751,954
Total Number of Employees

22,790

TX Average: 118
Total Number of Accounts

786,525

TX Average: 4,567
Average Account Size

$202,281

TX Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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
  • Other

Barton Gunter Work History

Barton has 13 years of experience.

2010 - Present (9 years)

Lpl Financial, LLC

2010 - 2011 (1 years)

Mac Adams Wealth Advisors, LLC

2005 - 2010 (5 years)

Comerica Securities

Disclosures

Barton Gunter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started