Austin Bunch (CRD# 6899154) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Indianapolis, IN and has over 3 years of experience in the finance industry.
CRD# 838414
Canterbury Investment Management, LLC
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6394717
Sanctuary Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Carmel, IN | Jun 2021 - Current | 1 |
| Schwab Private Client Investment Advisory, Inc. | Carmel, IN | Feb 2021 - May 2021 | < 1 |
| Charles Schwab & Company, Inc. | Carmel, IN | Jan 2018 - May 2021 | 3 |
| Charles Schwab Bank | Virginia Beach, VA | Nov 2019 - Feb 2021 | 1 |
| First Merchants Bank | Muncie, IN | Oct 2017 - Dec 2017 | < 1 |
| Unemployed | Springport, IN | May 2017 - Oct 2017 | < 1 |
| Levy Restuarants | West Lafayette, IN | Aug 2014 - May 2017 | 2 |
| Student | Springport, IN | Aug 2007 - Aug 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- IN
- TX
-
Total Assets Under Management726,706MILLIONS
-
Total Number of Accounts1,509,611ACCOUNTS
-
Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, VT, WA, WI, WV, WY
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