Terry Brent Bunn
Investment adviser representative at Buck Wealth Strategies, LLC
11 yearsExperience
1 stateRegistered in
$1.6BFirm assets
4 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 assetsFixed or flat fee
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
11 years in the industry.
- E.A. Buck Financial ServicesOct 2023 to now
- Madison Avenue SecuritiesOct 2023 to now
- Buck Wealth Strategies, LLCSep 2023 to now
- Pfs Investments Inc.Oct 2022 to Oct 2023
- Primerica Financial ServicesJul 2022 to Oct 2023
- Globe LifeApr 2022 to Aug 2022
- UnemployedNov 2021 to Apr 2022
- Edward JonesJan 2015 to Nov 2021
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (NC).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 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
- 6436099
- Firm CRD
- 322138