Chad Bunting (CRD# 6603996) is an Investment Advisor Representative working at Edward Jones in Bozeman, MT and has over 8 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St. Louis, MO | Jan 2016 - Current | 8 |
| Execrank | Novato, CA | Aug 2015 - Jan 2016 | < 1 |
| Sonoma Stompers | Sonoma, CA | Aug 2015 - Sep 2015 | < 1 |
| Vallejo Admirals | Vallejo, CA | Jul 2015 - Aug 2015 | < 1 |
| Amarillo Thunderheads | Amarillo, TX | May 2015 - Jul 2015 | < 1 |
| Lululemon Athletica | Corte Madera, CA | Aug 2013 - Apr 2015 | 1 |
| Ukiah Unified School District | Ukiah, CA | Sep 2012 - Mar 2015 | 2 |
| Tlc | Fairfax, CA | Sep 2013 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2016 |
- MT
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- 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)
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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