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Priscilla A Gunter

Advisor at Raymond James & Associates — Stapleton, GA

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Credentials

Series 63, Series 66

Experience

11 years

Location

Stapleton, GA

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,806

Across 936 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Priscilla Gunter is a financial advisor at Raymond James & Associates with 11 years of industry experience. Her career includes roles at Queensborough National Bank, LPL Financial, Morgan Stanley Smith Barney, and Wells Fargo in various capacities spanning nearly a decade. She holds Series 63 and Series 66 licenses. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Stapleton, GA

Stapleton GA

Advisors at this office

1

Most active in

Georgia · Texas

Work history

11 years of industry experience

Raymond James & Associates

2025 - Present • 1 year

Stapleton, GA

Raymond James & Associates

2025 - 2025 • 1 year

Stapleton, GA

Queensborough National Bank

2023 - 2025 • 2 years

Augusta, GA

LPL Financial

2023 - 2025 • 2 years

Augusta, GA

Morgan Stanley Smith Barney LlC

2022 - 2023 • 1 year

Augusta, GA

Wells Fargo Home Mortgage

2021 - 2022 • 1 year

Augusta, GA

Wells Fargo Clearing

2016 - 2021 • 5 years

Monroe, GA

Wells Fargo Advisors, LLC.

2013 - 2021 • 8 years

Monroe, GA

Wells FArgo Bank NA

2012 - 2021 • 9 years

Monroe, GA

Disclosures

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Business activities & affiliations

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