Paige L. Gunn
Professional summary
Paige Loretta Gunn is a registered financial advisor currently at GUNN FINANCIAL ADVISORS, LLC located in Safety Harbor, Florida.
Paige is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Paige has worked at 6 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paige Loretta Gunn's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 14, 2022 - Present
GUNN FINANCIAL ADVISORS, LLC
Office #1: 310 10th Ave North, Safety Harbor, FL 34695March 13, 2014 - May 1, 2020
DARWIN WEALTH MANAGEMENT
October 12, 2012 - February 27, 2014
TRUSTMONT ADVISORY GROUP, INC.
October 3, 2012 - July 31, 2013
TRUSTMONT FINANCIAL GROUP, INC.
February 6, 2012 - August 20, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
December 13, 2011 - August 20, 2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 26, 2007 - December 18, 2009
ATHENA CAPITAL PARTNERS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(7/14/2022)
Exams
Current Firm
GUNN FINANCIAL ADVISORS, LLC
CRD#: 319331 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 2 |
| AUM (Assets Under Management) | $ 3,863,469 |
Red Flags
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