Barton Freeze Gunter

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2010 → 09/2025
  Lpl Financial, Llc
  Dallas, TX
• 09/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Dallas, TX
• 09/2025 → Present
  Raymond James Financial Services, Inc.
  Dallas, TX
• 09/2025 → Present
  Texas Private Wealth Advisors
  Dallas, TX

Previous Registrations

• 2013-05-08 → 2025-09-26
  Lpl Financial Llc
  Plano, TX
  Dallas, TX
  Plano, TX
  Dallas, TX
  Plano, TX
  Mckinney, TX
• 2010-07-14 → 2011-06-30
  Mac Adams Wealth Advisors, Llc
  Dallas, TX
• 2005-06-14 → 2010-02-18
  Comerica Securities
  Richardson, TX
  Dallas, TX
  Dallas, TX
• 2003-11-19 → 2005-06-13
  Banc One Securities Corporation
  Dallas, TX
• 2002-05-31 → 2003-11-14
  Investment Centers Of America, Inc.
  Pilot Point, TX

Other Businesses

(1) Name of Business: Royce City Methodist Church Address: 200 Plum St, Royce City, TX, 75189, United States Activity Type: Religious Position/Title: Finance/Investment Committee Member Investment Related: Yes Start Date: 02/10/2026 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Review financial spreadsheets of the church to verify accuracy. The finance committee is comprised of 4 members. There is no control/access of cash or investments.

Exams

• S66 Uniform Combined State Law Examination
  2002-04-29

Designations

• Certified Financial Planner