Unclaimed
James Bunting is a financial advisor at First Horizon Advisors, Inc. James has been in the financial services industry since 2000. He holds FINRA Series 6, 7, 63, and 66 registrations and is licensed to sell insurance and annuities. James has a broad range of experience working with a variety of client types, including individuals, businesses, and institutions. He is dedicated to providing his clients with personalized financial advice that meets their unique needs.
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
NC
09/27/2019 - Present
First Horizon Advisors, Inc. (Charlotte NC)
NC
08/27/2015 - 09/24/2019
PARK AVENUE SECURITIES LLC (CHARLOTTE NC)
NC
04/29/2011 - 04/20/2015
STANCORP EQUITIES, INC. (CHARLOTTE NC)
NC
03/10/2011 - 03/24/2011
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
NC
05/21/2010 - 02/23/2011
ROBERT W. BAIRD & CO. INCORPORATED (CHARLOTTE NC)
NC
06/01/2009 - 06/16/2010
MORGAN STANLEY SMITH BARNEY (CHARLOTTE NC)
NC
04/14/2009 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHARLOTTE NC)
NC
04/24/2007 - 12/11/2008
HARTFORD EQUITY SALES COMPANY INC. (MOORESVILLE NC)
NC
06/15/2004 - 03/23/2007
ING FINANCIAL ADVISERS, LLC (CHARLOTTE NC)
MA
08/16/1999 - 05/10/2004
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
BOTH
Issued 06/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure James Bunting is the right advisor for you? Invested Better is here to help.