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Todd Gunerman

31 Years of Experience
Yardley, PA
Broker

Todd Gunerman is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Yardley, PA, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

1669 Edgewood Road, Suite 208, Yardley, PA, 19067

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
May 1995 - Present · 31 yrs
Previous Registrations
Raymond James Financial Services
October 2002 - January 2009 · 6 yrs 3 mos
Olde Discount CorporationBroker
June 1994 - May 1995 · 11 mos
State Registrations23 states
AZCACOCTDCDEFLGAKYMAMEMSNCNHNJNYPASCTXVAVTVirgin IslandsWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.