Barton
Gunter
Lpl Financial LLC
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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
Years of Experience
Services Offered
Fee Structure
Disclosures
Office Location
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Lpl Financial LLC Brokerage Details
$159,099,423,965
22,790
786,525
$202,281
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Answer a few questions to get a personalized match.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.
Lpl Financial, LLC
Mac Adams Wealth Advisors, LLC
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.