Paige L. Gunn

GUNN FINANCIAL ADVISORS

Safety Harbor, FL 34695

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CRD#: 5131238

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

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

(1)MANAGING MEMBER OF THE SINGLE MEMBER LLC: PALM HARBOR GROUP, LLC. PO BOX 1753, PALM HARBOR, FL 34682. THIS IS NOT AN INVESTMENT RELATED COMPANY. AS OF 12/2011 IT EXISTS SOLELY FOR HOLDING PERSONAL REAL ESTATE. AS OF 12/2011 ROLE WILL BE PASSIVE ASIDE FROM THE MINIMAL ADMINISTRATIVE NEEDS OF THE LLC. ESTIMATED ADMINISTRATIVE EFFORT TO BE LESS THAN 2 HOURS ANNUALLY,DUTIES WOULD BE LIMITED TO FILING PAPERWORK ANNUALLY AND OTHER MINIMAL LLC REQUIRED PAPERWORK TO MAINTAIN LLC'S NAME. THERE WILL BE NO ADDITIONAL INVESTORS OR MEMBERS IN THE FIRM AND NO FUTURE INVESTORS OR MEMBERS. (2) INSURANCE AGENT since 07/2012. LICENSED TO SELL A&H, LIFE, VA'S, HEALTH, FIXED INDEXED ANNUITIES AND FIXED ANNUITIES. Investment related. 20 hour PER MONTH DEVOTED TO THIS BUSINESS; 15 HOURS DURING TRADING HOURS; (3)6422 THERESA LLC, MEMBER/PARTNER; NOT INVESTMENT RELATED; LLC FORMED 1/1/2020; A REAL ESTATE RENTAL; 1-5 HOURS PER MONTH DEVOTED TO THIS BUSINESS; 0 HOURS DURING TRADING HOURS; CONDUCTS ADMINISTRATIVE DUTIES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige Loretta Gunn's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 14, 2022 - Present

GUNN FINANCIAL ADVISORS, LLC

Office #1: 310 10th Ave North, Safety Harbor, FL 34695

RIA

CRD#: 319331

Safety Harbor, FL

Past

March 13, 2014 - May 1, 2020

DARWIN WEALTH MANAGEMENT

RIA

CRD#: 166585

LARGO, FL

Past

October 12, 2012 - February 27, 2014

TRUSTMONT ADVISORY GROUP, INC.

RIA

CRD#: 106015

LARO, FL

Past

October 3, 2012 - July 31, 2013

TRUSTMONT FINANCIAL GROUP, INC.

CRD#: 18312

LARGO, FL

Past

February 6, 2012 - August 20, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CLEARWATER, FL

Past

December 13, 2011 - August 20, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CLEARWATER, FL

Past

September 26, 2007 - December 18, 2009

ATHENA CAPITAL PARTNERS, INC.

CRD#: 116226

TAMPA, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(7/14/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 2/2/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 9/25/2007

General Securities Representative Examination

Current Firm

GUNN FINANCIAL ADVISORS, LLC

CRD#: 319331 / SEC#:

Florida

Registered Investment Advisory firm - (7/14/2022 Approved)

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Contact information

Main Address

310 10th Ave North, Safety Harbor, FL 34695

Mailing Address

Phone number

(813) 575-0575

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 3,863,469

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Paige L. Gunn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paige Loretta Gunn's CRS (Customer Relationship Summary).

Certified licenses

Experience

GUNN FINANCIAL ADVISORS, LLC

DARWIN WEALTH MANAGEMENT

TRUSTMONT ADVISORY GROUP, INC.

TRUSTMONT FINANCIAL GROUP, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

ATHENA CAPITAL PARTNERS, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 2/2/2012

Series 7

Date: 9/25/2007

Current Firm

GUNN FINANCIAL ADVISORS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GUNN FINANCIAL ADVISORS, LLC

TRUST BUT VERIFY

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