BG
CFP
BG
CFP

Barton Gunter

23 Years of Experience
Dallas, TX
BrokerSells Insurance

Barton Gunter is a CFP-designated registered investment advisor, based in Dallas, TX, with 23 years of industry experience.

Location

17304 Preston Road, Suite 800, Dallas, TX, 75252

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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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Other Business ActivitiesSells Insurance

Barton operates Gunter Wealth Management and Texas Private Wealth Advisors as DBAs for his LPL business. He also works with Insurance Designers of Dallas, is an independent health insurance agent with Humana, and is affiliated with Advisor's Resource Company, selling life, disability, LTC, and health insurance products, dedicating nearly full-time hours to these activities.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2025 - Present · 8 mos
Raymond James Financial Services Advisors, INC
September 2025 - Present · 8 mos
Previous Registrations
LPL Financial LLC
May 2013 - September 2025 · 12 yrs 4 mos
Mac Adams Wealth Advisors, LLC
July 2010 - June 2011 · 11 mos
LPL Financial LLCBroker
February 2010 - September 2025 · 15 yrs 7 mos
Comerica SecuritiesBroker
June 2005 - February 2010 · 4 yrs 8 mos
Comerica Securities
June 2005 - February 2010 · 4 yrs 8 mos
Banc One Securities CorporationBroker
November 2003 - June 2005 · 1 yr 7 mos
Banc One Securities Corporation
November 2003 - June 2005 · 1 yr 7 mos
Investment Centers of America, INC.
May 2002 - November 2003 · 1 yr 6 mos
Investment Centers of America, INC.Broker
April 2002 - November 2003 · 1 yr 7 mos
State Registrations8 states
ALCACODCNCTXUTVA
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.
Barton Gunter - Financial Advisor | TrueAdvisor