David Bunnell, financial advisor Draper UT

David Bunnell

CRD Number: 2135586
Current Firm: Navigate Private Wealth, LLC

David Bunnell (CRD# 2135586) is an Investment Advisor Representative working at Navigate Private Wealth, LLC in Draper, UT and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Navigate Private Wealth LLC Draper, UT May 2014 - Current 6
Allegis Investment Services Draper, UT Jul 2016 - Mar 2018 1
Mutual Securities, Inc. Camarillo, CA May 2014 - Jul 2016 2
American Express Financial Advisors Inc. Midvale, UT Mar 1991 - May 2014 23
Ids Life Insurance Company Midvale, UT Mar 1991 - May 2014 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1991
S65 NASAA Investment Advisors Law Examination Nov 1993
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.

Get Details on the FINRA Advisor Check site
Contact Info for David S. Bunnell
By the Numbers
  • Total Assets Under Management
    324
    MILLIONS
  • Total Number of Accounts
    1,637
    ACCOUNTS
  • Average Account Value
    $197,834
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States

AZ, CA, CO, ID, NE, NH, NV, OR, TX, UT, WA

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