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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bunker is an investment advisor representative with LPL Financial LLC. Brian has been in the financial services industry since 1999. Brian has Series 7 and Series 63 securities licenses as well as a Series 65 investment advisor representative license. Brian has previously worked for VANGUARD MARKETING CORPORATION, J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., JPMORGAN DISTRIBUTION SERVICES, INC., McDonald Investments Inc., BISYS FUND SERVICES LIMITED PARTNERSHIP and KEY INVESTMENTS INC. Brian holds a Uniform Investment Adviser Law Examination. Brian's firm, LPL Financial LLC, has approximately $463 Billion in assets under management. LPL Financial LLC manages a wide range of client types including high net worth individuals, insurance companies, corporations, investment companies, pooled investment vehicles, charitable organizations, and pension plans.
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.
Consulting and other non-discretionary advisory services
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.
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2
OH
08/09/2019 - Present
LPL Financial LLC (BEACHWOOD OH)
PA
08/10/2011 - 03/01/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
01/03/2011 - 07/28/2011
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
OH
01/01/2005 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
NY
01/09/2004 - 01/01/2005
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
OH
01/15/2003 - 01/13/2004
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
ME
01/09/2003 - 01/16/2003
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
ME
10/05/1998 - 12/31/2002
BISYS FUND SERVICES LIMITED PARTNERSHIP (PORTLAND ME)
OH
07/08/1998 - 10/15/1998
KEY INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 08/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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