Unclaimed
Brian John Bunkers is a financial advisor with D.a. Davidson & Co., a firm with a strong focus on providing financial planning and portfolio management services to both individuals and businesses. Brian has been in the financial services industry since 1982 and has a broad range of experience working with clients in a variety of financial situations. Brian has a deep understanding of the financial markets and is committed to helping clients reach their financial goals.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
1
2
NE
05/12/2022 - Present
D.a. Davidson & Co. (COLUMBUS NE)
NE
06/03/2002 - 07/25/2016
SMITH HAYES FINANCIAL SERVICES CORPORATION (COLUMBUS NE)
NE
01/12/1995 - 06/04/2002
KIRKPATRICK, PETTIS, SMITH, POLIAN INC. (OMAHA NE)
MO
04/16/1990 - 01/09/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
MO
10/02/1984 - 04/12/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
07/22/1982 - 09/14/1984
EDWARD D. JONES & CO., L.P.
IA
Issued 05/30/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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