Company Information

Get to know Gunter Financial Services / A Partner of Oak Crest Advisors

"Gunter Financial Services" refers to the practice of a wealth advisor operating as a partner within the larger firm, Oak Crest Advisors, LLC. Oak Crest Advisors is an independent, fee-only Registered Investment Advisor (RIA) founded in 2009. The firm is dedicated to providing comprehensive wealth management services, including financial planning, investment management, retirement planning, and estate planning. Their mission is to serve as a trusted financial advocate for their clients, helping them navigate complex financial decisions to achieve their long-term goals. As a fee-only firm, they are compensated solely by their clients, which aligns their interests and avoids conflicts associated with commission-based products.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Gunter Financial Services / A Partner of Oak Crest Advisors

United States

Founded in

2015 (11 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.