Claire Davis Bundy
Investment adviser representative at Raymond James Financial Services Advisors, Inc
10 yearsExperience
1 stateRegistered in
$390BFirm assets
17 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 assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Atlantic Union Financial Consultants, Llc/aub Wealth MgmtMar 2021 to now
- Atlantic Union BankMay 2019 to now
- Middleburg Investment Services LLC, dba Middleburg FinancialMay 2019 to now
- Raymond James Financial Services Advisors Inc.Jan 2016 to now
- Raymond James Financial Services, Inc.Jan 2016 to now
- Union Investment ServicesApr 2017 to May 2019
- Union Bank & TrustJan 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (VA).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 5543162
- Firm CRD
- 149018