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Paul James Bunke

PNC Investments

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About Paul James Bunke

Paul Bunke is an investment advisor representative and financial advisor based in Lynchburg, VA. Paul works at PNC Investments, where he provides financial advisory services to individuals, businesses and institutional clients, including charitable organizations and pension plans. Prior to joining PNC Investments, Paul was affiliated with Empower Financial Services, Inc. and Equitable Advisors, LLC. Paul has over 5 years of experience in the financial services industry.

Firm Information

Paul Bunke is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Paul Bunke’s Registration & Firm History

VA

03/13/2024 - Present

PNC Investments (Lynchburg VA)

CO

11/04/2021 - 03/05/2024

EMPOWER FINANCIAL SERVICES, INC. (GREENWOOD VILLAGE CO)

VA

04/08/2021 - 10/21/2021

EQUITABLE ADVISORS, LLC (LYNCHBURG VA)

VA

06/15/2019 - 03/04/2021

EDWARD JONES (LYNCHBURG VA)

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Licenses & Designations

BOTH

Issued 07/09/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/15/2019

Series 7TO - General Securities Representative Examination

BC

Issued 05/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paul James Bunke.
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