Chase Gunter is a registered investment advisor at LPL Financial LLC, based in San Diego, CA, with 3 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
4707 Executive Dr, San Diego, CA, 92121-3091
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chase operates Appalachian Wealth Management as a DBA for his LPL business and is also involved with Integrated Financial Group and IFG Advisory, LLC as an Investment Advisor Representative, dedicating full-time hours to each. Additionally, Chase owns CG3 Properties, LLC, a real estate rental business.
Employment History
Current Registrations
LPL Financial LLC
Ifg Advisory, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
State Registrations9 states
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