William F. Gunderson
Professional summary
William Fred Gunderson, who also goes by Bill Gunderson, William F Gunderson, is a registered financial advisor currently at GUNDERSON CAPITAL MANAGEMENT located in Mount Pleasant, South Carolina.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. William has worked at 4 firms and has passed the Series 65, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view William Fred Gunderson's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 2, 2021 - Present
GUNDERSON CAPITAL MANAGEMENT
Office #1: 2072 Willbrook Lane, Mount Pleasant, SC 29466May 9, 2021 - May 16, 2022
SOUTHPORT CAPITAL
February 19, 2014 - August 18, 2021
GUNDERSON CAPITAL MANAGEMENT
April 1, 1999 - June 20, 2006
TORREY PINES SECURITIES, INC.
August 18, 1994 - June 20, 2006
TORREY PINES SECURITIES, INC.
February 16, 1994 - August 22, 1994
FORTA FINANCIAL GROUP, INC.
Primary Firm SEC Registration
GUNDERSON CAPITAL MANAGEMENT
CRD#: 140795 / SEC#: 801-122484
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/2/2021)
(6/6/2022)
Exams
Current Firm
GUNDERSON CAPITAL MANAGEMENT
CRD#: 140795 / SEC#: 801-122484
Contact information
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 619 |
| AUM (Assets Under Management) | $ 315,262,474 |
Red Flags
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