Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Bunker is an investment advisor representative with Beam Wealth Advisors, Inc.. Eric has been in the financial services industry since 1977. Eric holds a Series 7, Series 24 and Series 63 license. Eric has been registered with the state of California as an Investment Advisor Representative since 2024. In addition to working with Beam Wealth Advisors, Inc., Eric also owns a winery in Penngrove, California. Eric has a strong track record of success in providing financial planning and portfolio management services to individuals and businesses.
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.
Estate planning
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.
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2
CA
06/06/2024 - Present
Beam Wealth Advisors, Inc. (Penngrove CA)
CA
01/04/1999 - 03/20/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (PETALUMA CA)
FL
07/16/1990 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NA
05/24/1982 - 06/06/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
NA
02/01/1978 - 06/02/1982
SUTRO & CO. INCORPORATED
NA
06/01/1977 - 03/04/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
BC
Issued 10/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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