Robert BunchmanCRD Number: 6198999
Current Firm: Lincoln Financial Securities Corporation
Robert Bunchman (CRD# 6198999) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Greenville, SC and has over 4 years of experience in the finance industry.
Cetera Advisor Networks LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Eagle Strategies LLC
|Lincoln Financial Securities Corporation||Lincoln Financial Securities Corporation, SC||Aug 2017 - Current||< 1|
|Robert Bunchman Wealth Management, LLC||Greenville, SC||Nov 2014 - Current||3|
|Ifs Securities||Greenville, SC||Feb 2017 - Aug 2017||< 1|
|Flynn Wealth Management Group||Greenville, SC||Sep 2013 - Aug 2017||3|
|Flynn Insurance Group LLC||Greenville, SC||Aug 2012 - Aug 2017||5|
|Voya Financial Advisors||Greenville, SC||Sep 2014 - Feb 2017||2|
|Ing Financial Partners||Greer, SC||Jul 2013 - Aug 2014||1|
|Lockheed Martin||Greenville, SC||Jun 2001 - Apr 2013||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2013|
Total Assets Under Management2,112MILLIONS
Total Number of Accounts10,823ACCOUNTS
Average Account Value$195,168
- A percentage of assets under your management
- Hourly charges
- 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)
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, WY
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