Garrett Patrick Bunch
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$138.7BFirm assets
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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
- Market timing
- Seminars and workshops
Experience
12 years in the industry.
- Cambridge Investment Research Advisors, Inc.Sep 2025 to now
- Cambridge Investment Research, Inc.Sep 2025 to now
- Alsworth Capital Management, LLCJan 2023 to Aug 2025
- Cambridge Investment Research Advisors, Inc.Apr 2020 to Dec 2022
- Core Wealth Management, Inc.Apr 2020 to Dec 2022
- Legacy Financial Planning LLCJun 2019 to Mar 2020
- Raymond James Financial Services, Inc.Jun 2019 to Mar 2020
- Suny GeneseoJan 2016 to May 2019
- Corning YmcaAug 2014 to May 2019
- Corning Country ClubAug 2014 to Sep 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7038755
- Firm CRD
- 134139