GunnAllen Financial is a growing brokerage and money management firm headquartered in Tampa, Florida. At GunnAllen Financial, we aim to provide our clients with first-rate service and access to timely market information. Our goal is to identify attractive, dynamic investment opportunities that meet our client's specific asset allocation criteria. As – more... global financial markets become more complex so does the level of understanding and resources needed to analyze potential investments. Towards that end, we offer our clients opportunities and services that are usually reserved for large institutions. For high net worth clients, we also offer special situations including estate planning, investment banking and other private client services as a complement to diversified portfolios . Our full service approach offers all clients a complete range of financial services including equities, fixed income securities, mutual funds and managed money market accounts. At GunnAllen Financial, we execute trades and clear through Pershing, LLC. a subsidiary of The Bank of New York Company, Inc. Pershing provides account protection for the net equity of your securities positions and cash in your account. Of that total, the Securities Investor Protection Corporation (SIPC) provides $500,000 of net equity protection, including $100,000 for claims for cash awaiting reinvestment (SIPC protection). Pershing provides the additional protection (Excess SIPC) on terms similar to SIPC for account net equity in excess of $500,000 through a commercial insurer. – less – More from ZoomInfo »
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