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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Charles Bunger is a financial advisor with over 30 years of experience. Brent has been a registered investment advisor since 1997. Brent is a Certified Financial Planner and currently holds the Series 6, 7, and 63 licenses as well as the SIE exam. Brent currently works for Legacy Capital Group California, Inc. and previously worked for NFP Advisor Services, LLC, Royal Alliance Associates, Inc., Cypress Capital Corporation, Lefcourt Financial Group, Inc., and John Hancock Distributors, Inc.. Brent has worked with clients in the insurance, real estate, and investment industries. He specializes in financial planning, pension consulting, and portfolio management for individuals and pooled investment vehicles.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
CA
07/01/1997 - Present
Legacy Capital Group California, Inc. (LOS GATOS CA)
CA
06/17/1997 - 01/02/2015
NFP ADVISOR SERVICES, LLC (LOS GATOS CA)
AZ
01/01/1994 - 06/13/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
12/23/1992 - 01/01/1994
CYPRESS CAPITAL CORPORATION
CA
02/28/1989 - 12/14/1992
LEFCOURT FINANCIAL GROUP, INC. (MENLO PARK CA)
NA
05/07/1986 - 02/01/1989
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 08/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/06/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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