Neil David james Bunce
Investment adviser representative at Ameriprise Financial Services, LLC
10 yearsExperience
1 stateRegistered in
$660.5BFirm assets
39 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
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Ameriprise Financial Services, LLCJan 2026 to now
- Ameriprise Financial Services, LLCJun 2025 to Aug 2025
- M.H. Frank, Ltd.Oct 2023 to Nov 2023
- Clemson UniversityAug 2022 to Dec 2025
- University of South CarolinaAug 2021 to Aug 2022
- Fish Casual Coastal SeafoodMar 2020 to Aug 2020
- John Paul Ii Catholic SchoolAug 2018 to Aug 2021
- The Asheville SchoolAug 2017 to Aug 2018
- Rainbow Community SchoolAug 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (SC).
Ameriprise Financial Services, LLC
$660.5BAssets managed
1,386,329Clients
12,701Advisers
39 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
- 8117710
- Firm CRD
- 6363