![Stephen Bunch, financial advisor Saint Petersburg FL](/img/ws/profile-blank-sq.png)
Stephen Bunch (CRD# 6383515) is an Investment Advisor Representative working at Sagace Wealth Management in Saint Petersburg, FL and has over 9 years of experience in the finance industry.
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CRD# 5969810
Cambridge Investment Research Advisors, Inc.
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CRD# 843581
Financial Guidance Group, Inc.
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CRD# 5159569
Primerica Advisors
Company Name | Location | Dates | Years |
---|---|---|---|
Sagace Wealth Management LLC | St. Petersburg, FL | May 2020 - Current | 4 |
Spoor Bunch Franz | Clearwater, FL | Jan 2016 - Current | 8 |
Grand Central Investment Group | Tampa, FL | Jul 2014 - Current | 10 |
Spence Marston Bunch Morris & Co | Clearwater, FL | Feb 2006 - Dec 2015 | 9 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- FL
-
Total Assets Under Management100MILLIONS
-
Total Number of Accounts205ACCOUNTS
-
Average Account Value$489,974
- 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
- Other
FL
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