Alan Thomas Bunce
Investment adviser representative at Copley Financial Group, Inc.
27 yearsExperience
1 stateRegistered in
$331.2MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Copley Alternative Investments Inc.Dec 2025 to now
- Copley Financial Group, Inc.Aug 2024 to now
- Heritage Tax & Insurance ServicesJun 2024 to now
- UnemployedJan 2024 to Jun 2024
- Charles Schwab & Co., Inc.Sep 2022 to Jan 2024
- TD Ameritrade Clearing, Inc.Feb 2013 to Dec 2020
- TD Ameritrade, Inc.Oct 1999 to Dec 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Copley Financial Group, Inc.
$331.2MAssets managed
2,690Clients
10Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2986040
- Firm CRD
- 283070