Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Buntin is an investment advisor representative at Raymond James Financial Services Advisors, Inc. David has been in the financial services industry since January 2013. David is registered with the Securities and Exchange Commission and the Financial Industry Regulatory Authority, and has a Series 66 license and a Series 7 license. David is also registered with the state of Tennessee as an investment advisor representative. David specializes in providing financial planning and investment advice to individuals and businesses. David is a member of the The Frank Group, a support company with which David is affiliated. David provides financial planning and investment advice to Pinnacle partners, seeks prospects for bank and PAM offerings, and manages client investment accounts.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
08/11/2022 - Present
Raymond James Financial Services Advisors, Inc. (Chattanooga TN)
TN
01/30/2013 - 08/11/2022
FIRST HORIZON ADVISORS, INC. (CHATTANOOGA TN)
BOTH
Issued 3/25/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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