James Gunter (CRD# 1779407) is an Investment Advisor Representative working at Anchor Capital in Aliso Viejo, CA and has over 35 years of experience in the finance industry.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 1414999
Baker Tilly Wealth Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northern Lights Distributors, LLC | Elkhorn, NE | Jul 2021 - Current | 2 |
| Anchor Capital Management Group, Inc. | Aliso Vieja, CA | Apr 2021 - Current | 3 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Nov 2019 - Mar 2021 | 1 |
| Foresters Life Insurance And Annuity Company | Edison, NJ | Aug 2018 - Sep 2019 | 1 |
| Hennion & Walsh | Parsippany, NJ | Apr 2016 - Jul 2018 | 2 |
| Oppenheimerfunds Distributor, Inc. | New York, NY | Aug 2004 - Mar 2016 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1988 |
| S65 | NASAA Investment Advisors Law Examination | Aug 1998 |
- CA
- OH
-
Total Assets Under Management390MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$11,463,115
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, OH, TX
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