William Bundy, financial advisor Fort Collins CO
93 score

William Bundy

CRD Number: 5893610
Current Firm: Raymond James Financial Services Advisors, Inc.

William Bundy (CRD# 5893610) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Fort Collins, CO and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
7564 Tamarisk LLC Fort Collins, CO Dec 2011 - Current 5
Bank Of Colorado Fort Collins, CO Sep 2011 - Current 5
Raymond James Financial Services Fort Collins, CO Feb 2011 - Current 5
Raymond James Financial Services Advisors, Inc. Fort Collins, CO Feb 2011 - Current 5
Hewlett Packard Fort Collins, CO Jun 1989 - Dec 2010 21
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2011
Contact Info for William E. Bundy
Phone Number: 727-567-5877
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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