Claire Bundy
Claire Bundy is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Richmond, VA, with 14 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Richmond, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Claire works as a Senior Registered Client Assistant at Atlantic Union Bank since 2019, dedicating about half of her time. She also works as a Senior Registered Client Assistant at Atlantic Union Financial Consultants, LLC/AUB Wealth Management since 2021, also dedicating about half of her time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
State Registrations15 states
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