Luke Bunch, financial advisor Satellite Beach FL

Luke Bunch

CRD Number: 7733506
Current Firm: Oxenfree Financial

Luke Bunch (CRD# 7733506) is an Investment Advisor Representative working at Oxenfree Financial in Satellite Beach, FL and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Oxenfree Financial Satellite Beach, FL Jan 2024 - Current < 1
Oxenfree Financial Satellite Beach, FL Jun 2023 - Current < 1
Oxenfree Financial Satellite Beach, FL Apr 2023 - Jan 2024 < 1
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James Phillips P.a. Dba Phillips Financial Advisors Lawrence, KS Jan 2023 - Oct 2023 < 1
Leggett & Platt Inc. Troy, MI Jul 2014 - Jun 2023 8
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Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2023
Contact Info for Luke J. Bunch
Phone Number: 321-722-7882
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    121
    MILLIONS
  • Total Number of Accounts
    1,232
    ACCOUNTS
  • Average Account Value
    $97,978
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

FL, LA, NC, OH, PA, TN, TX

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