David Gunter is a registered investment advisor at &partners, based in Oil City, PA, with 31 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 32,200 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
&Partners offers investment management through various advisory programs. Fees are negotiable and can be a percentage of assets under management or a flat annual fee. The &Partners Advisory Program uses Envestnet's platform and may include proprietary strategies with additional fees. The Third Party Advisor Investment Management Program involves engaging a third-party investment manager. Fees vary depending on the program and options chosen.
Location
2 E. Second Street, Oil City, PA, 16301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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David owns Dave Gunter Rentals and Magrini Management LLC, and is an officer and owner of Pinnacle Wealth Solutions, all related to real estate. He dedicates minimal time to these activities.
Employment History
Current Registrations
&partners
&partnersBroker
Previous Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Butler, Wick & CO., INC.
Butler, Wick & CO., INC.Broker
Wachovia Securities Financial Network, LLC
Wachovia Securities Financial Network, LLCBroker
Pacific Select Distributors, INC.Broker
Cova Life Sales CompanyBroker
Wheat, First Securities, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations40 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.