Broker Check
Patrick Gunther

Patrick Gunther

Wealth Advisor

Address: 112 Heart Pine Circle, Summerville, SC, 29485

“A client’s trust in me is honored and appreciated. I will always place the interests of my clients first. A satisfied client is always my priority” – Patrick Gunther

Patrick Gunther started his career as a financial advisor in 1994. Raised by his grandparents, his grandfather’s investments in precious metals inspired him to pursue a career in investment services. He seeks to create satisfied clients by listening to their needs and expectations and helping them understand the positions in their portfolio. He specializes in working with retirees, divorcees, and small business owners.

Patrick dedicates his mornings to keeping up with the latest investment news, so he’s informed for the client meetings he takes throughout the day. He prides himself on being accessible to his clients by hosting meetings virtually or in-person – depending on the client’s comfort level – and being reachable by both mobile phone and email. When meeting a potential new client, Patrick takes the time to learn their story and understand how they’ve worked for the wealth that they are placing in his care.

Born in Port Washington, NY, Patrick has lived in Summerville, SC for the last 5 years. He resides with his wife, Toni, who motivates him and is the “wind beneath his wings”, and their children, Riley and Paige, along with two mini Dachshunds. When not in the office, Patrick can be found fishing from his kayak on the rivers of Charleston, fly-fishing and skeet shooting with friends in the mountains of North Carolina, playing tennis on the courts of Legend Oaks Plantation, or playing a round of golf with his wife.

Education: Nassau College

Affiliations: BNI Summerville Sales Force

Volunteer/ Charity Work: Meals on Wheels Sponsor, Samaritan’s Purse sponsor

Check my Background with FINRA 

Series 6

Investment Company/ Variable Contracts Products Representative

Held with LPL Financial

Series 7

General Securities Representative

Held with LPL Financial

Series 63

Uniform Securities State Agent

Held with LPL Financial

Series 66

Uniform Combined State Agent

Held with LPL Financial and Independent Advisor Alliance

Securities Registration States

FL, GA, NJ, NY, NC, RI, SC

 

Insurance Registration States

NY, SC

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Independent Advisor Alliance, a registered investment advisor. Independent Advisor Alliance and Blackbridge Financial are separate entities from LPL Financial.