Lpl Financial LLC

Investment Advisor
in Dallas, TX
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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



Office Location

6220 Campbell Road, Suite 301
Dallas, TX 75248

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


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


TX Average: 118
Total Number of Accounts


TX Average: 4,567
Average Account Size


TX Average: $3,506,186

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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 year)

Mac Adams Wealth Advisors, LLC

2005 - 2010 (5 years)

Comerica Securities


Barton Gunter has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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