AB
AB

Albert Austin Bunner

17 Years of Experience
2 DisclosuresBrokerSells Insurance
Areas of Practice
Retirement PlanningFinancial Planning & CoachingEducation PlanningEstate PlanningDivorce PlanningSpecial Needs Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
587 advisors
Number of Clients
11,854 clients
Average Client Portfolio
$232K average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$1K
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Location

3116 Capital Circle Ne, Suite 6, Tallahassee, FL, 32308

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History

Regulatory History (2)
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Judgment / Lien
March 2020
Judgment / Lien
August 2011
Other Business ActivitiesSells Insurance

Albert is an independent insurance agent selling fixed insurance products, dedicating nearly full-time hours to this activity. He also works as a financial advisor with Poppell Financial Group LLC, focusing on enrollment and servicing of the State of Florida 457 plan, which also takes nearly full-time hours.

Employment History
Current Registrations
Voya Financial Advisors, INC.
March 2011 - Present · 14 yrs 11 mos
Voya Financial Advisors, INC.Broker
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Waddell & Reed, INC.
February 2009 - May 2010 · 1 yr 3 mos
Waddell & Reed, INC.Broker
February 2009 - May 2010 · 1 yr 3 mos
Edward Jones
June 2007 - January 2009 · 1 yr 7 mos
Edward JonesBroker
May 2007 - January 2009 · 1 yr 8 mos
State Registrations4 states
COFLGASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.