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Joseph Larry Bumbledare

MFS Fund Distributors, Inc.

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About Joseph Larry Bumbledare

Joseph Bumbledare is an investment advisor based in Phoenix, Arizona. Joseph has over 30 years of experience in the industry. Joseph is currently registered with MFS Fund Distributors, Inc. and has previously worked with MML Distributors, LLC, Hartford Securities Distribution Company, Inc., Hartford Life Distributors, LLC, ING Funds Distributor, LLC, and Nationwide Investment Services Corporation. Joseph's licenses include Series 2, 6, 7, 63 and 65.

Firm Information

Joseph Bumbledare is currently registered with MFS Fund Distributors, Inc.. MFS Fund Distributors, Inc. is a corporation formed on October 27, 1992. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

290

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Joseph Bumbledare’s Registration & Firm History

AZ

10/13/2015 - Present

MFS Fund Distributors, Inc. (PHOENIX AZ)

AZ

01/02/2013 - 09/29/2015

MML DISTRIBUTORS, LLC (PHOENIX AZ)

AZ

02/25/2011 - 01/02/2013

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (PHOENIX AZ)

AZ

06/11/2010 - 02/25/2011

HARTFORD LIFE DISTRIBUTORS, LLC (PHOENIX AZ)

AZ

12/16/2009 - 06/11/2010

HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (PHOENIX AZ)

AZ

03/13/2006 - 09/30/2009

ING FUNDS DISTRIBUTOR, LLC (SCOTTSDALE AZ)

OH

04/25/2005 - 03/15/2006

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

04/16/2001 - 03/02/2005

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

03/22/2000 - 04/17/2001

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

OH

07/01/1996 - 07/08/1999

NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)

OH

12/03/1991 - 07/01/1996

NATIONWIDE ADVISORY SERVICES, INC. (COLUMBUS OH)

CO

07/03/1990 - 12/30/1991

INDUSTRY SAVINGS PLANS, INC. (GREENWOOD VILLAGE CO)

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Licenses & Designations

BC

Issued 05/10/2005

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 06/19/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2018

Series 7 - General Securities Representative Examination

BC

Issued 05/01/1996

Series 2 - Non-Member General Securities Examination

BC

Issued 07/02/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Larry Bumbledare.
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