David Bunnell
Investment adviser representative at Private Client Services, LLC
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
16 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- Private Client Services, LLCMar 2026 to now
- J.P. Morgan Securities LLCMay 2024 to Mar 2026
- JPMorgan Chase Bank, N.A.May 2024 to Mar 2026
- UnemployedMar 2024 to Apr 2024
- Thrivent FinancialAug 2023 to Feb 2024
- Thrivent Investment Management IncJun 2023 to Feb 2024
- Penske Truck LeasingOct 2019 to Aug 2023
- UnemployedJan 2019 to Sep 2019
- UpsNov 2018 to Dec 2018
- UnemployedAug 2018 to Oct 2018
- Amazon.com, Inc.Jul 2018 to Jul 2018
- UnemployedSep 2017 to Jun 2018
- Almost Family, IncMay 2017 to Aug 2017
- UnemployedOct 2015 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (KY).
Private Client Services, LLC
$1.4BAssets managed
8,765Clients
64Advisers
16 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
- 7768329
- Firm CRD
- 120222