Edward Bunting, financial advisor Camarillo CA
71 score

Edward Bunting

CRD Number: 3027960
Current Firm: Mutual Advisors, LLC

Edward Bunting (CRD# 3027960) is an Investment Advisor Representative working at Mutual Advisors, LLC in Camarillo, CA and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
Mutual Advisors, LLC Casper, WY Mar 2016 - Current < 1
Mutual Securities, Inc. Camarillo, CA Jul 2013 - Current 3
Beverly Hills Wealth Management, LLC Beverly Hills, CA Jul 2013 - Mar 2016 2
Morgan Stanley Smith Barney Roseville, CA Jun 2009 - Jul 2013 4
Morgan Stanley & Company, Inc. Roseville, CA Dec 2007 - Jul 2013 5
Wachovia Securities LLC Roseville, CA Jul 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination May 1998
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Edward J. Bunting
Phone Number: 307-439-6357
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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