Brent Bunger, financial advisor Los Gatos CA

Brent Bunger

CRD Number: 1488149
Current Firm: Legacy Capital Group California, Inc.

Brent Bunger (CRD# 1488149) is an Investment Advisor Representative working at Legacy Capital Group California, Inc. in Los Gatos, CA and has over 22 years of experience in the finance industry. Brent Bunger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lion Street Financial, LLC Austin, TX Feb 2015 - Current 9
React Investment Solutions, LLC Los Gatos, CA Aug 2009 - Current 14
Legacy Capital Group California Los Gatos, CA Dec 1992 - Current 31
Nfp Securities, Inc. Austin, TX Jun 1997 - Dec 2014 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Brent C. Bunger
Phone Number: 408-399-6330
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    424
    MILLIONS
  • Total Number of Accounts
    1,867
    ACCOUNTS
  • Average Account Value
    $227,161
Compensation Options
  • A percentage of assets under your management
  • 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 pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, FL, IN, TX, WA

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