CG
CG

Chase Gunter

3 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

4707 Executive Dr, San Diego, CA, 92121-3091

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

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
April 2024 - Present · 1 yr 10 mos
Ifg Advisory, LLC
April 2024 - Present · 1 yr 10 mos
LPL Financial LLC
April 2024 - Present · 1 yr 10 mos
LPL Financial LLCBroker
April 2024 - Present · 1 yr 10 mos
Previous Registrations
Lincoln Financial Securities Corporation
March 2023 - April 2024 · 1 yr 1 mo
Lincoln Financial Securities CorporationBroker
November 2022 - April 2024 · 1 yr 5 mos
State Registrations9 states
AZFLGAIAIDILMDNCSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.