EG
EG

Elizabeth Gunter

28 Years of Experience
Hunt Valley, MD
Broker

Elizabeth Gunter is a registered investment advisor at Wells Fargo Advisors, based in Hunt Valley, MD, with 28 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

225 Schilling Circle Suite 100, [Satellite], Hunt Valley, MD, 21030

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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
Wells Fargo Advisors Financial Network, LLCBroker
November 2021 - Present · 4 yrs 6 mos
Wells Fargo Advisors
November 2021 - Present · 4 yrs 6 mos
Previous Registrations
RBC Capital Markets, LLCBroker
April 2018 - November 2021 · 3 yrs 7 mos
RBC Capital Markets, LLC
April 2018 - November 2021 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLCBroker
October 2017 - April 2018 · 6 mos
Wells Fargo Clearing Services, LLC
October 2017 - April 2018 · 6 mos
RBC Capital Markets, LLC
February 2009 - October 2017 · 8 yrs 8 mos
RBC Capital Markets, LLCBroker
February 2009 - October 2017 · 8 yrs 8 mos
UBS Financial Services INC.
January 2009 - March 2009 · 2 mos
UBS Financial Services INC.Broker
May 2000 - March 2009 · 8 yrs 10 mos
Legg Mason Wood Walker, IncorporatedBroker
September 1997 - June 2000 · 2 yrs 9 mos
State Registrations23 states
COCTDCDEFLGAILMAMDMSNCNHNJNMNVNYOHPARISCTNVAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.