Alan Bunce is a registered investment advisor, based in San Diego, CA, with 26 years of industry experience.
Location
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is the Chief Operations Director at Heritage Tax & Insurance Services, providing tax and insurance services. This role takes nearly full-time hours.
Employment History
Current Registrations
Copley Alternative Investments INC.Broker
January 2026 - Present · 3 mos
Copley Financial Group, INC.
August 2024 - Present · 1 yr 8 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
September 2022 - January 2024 · 1 yr 4 mos
Charles Schwab & CO., INC.
September 2022 - January 2024 · 1 yr 4 mos
TD Ameritrade Clearing, INC.Broker
February 2013 - December 2020 · 7 yrs 10 mos
TD Ameritrade, INC.
March 2006 - October 2022 · 16 yrs 7 mos
TD Ameritrade, INC.Broker
October 1999 - December 2023 · 24 yrs 2 mos
Chatfield Dean & CO., INC.Broker
February 1998 - August 1998 · 6 mos
State Registrations1 state
CA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.