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Terry Bunn

Madison Avenue Securities, LLC
10 Years of Experience
Leland, NC
1 DisclosureBrokerSells Insurance
View SEC Summary
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Terry Bunn is a registered investment advisor at Madison Avenue Securities, LLC, based in Leland, NC, with 10 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 14,099 clients with $2B in assets under management.

Madison Avenue Securities, LLC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
246 advisors
Number of Clients
14,099 clients
Average Client Portfolio
$143K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum fee rates vary by program, up to 2.00% for Fee Plus Transaction, AE Wealth Management, and Envestnet programs, and up to 2.25% for the Standard and Low-Minimum Wrap programs. Fees are negotiable and set by individual representatives.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Leland, NC

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Employment Separation After Allegations
November 2021
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Terry works as a financial advisor at EA Buck Financial Services and as an investment advisor representative at Buck Wealth Strategies, dedicating about a quarter of his time to each role. His duties include assisting clients with financial reviews and insurance business activities.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
October 2023 - Present · 3 yrs
Buck Wealth Strategies, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Primerica Advisors
February 2023 - October 2023 · 8 mos
PFS Investments INC.Broker
October 2022 - October 2023 · 1 yr
Edward Jones
August 2015 - December 2021 · 6 yrs 4 mos
Edward JonesBroker
April 2015 - December 2021 · 6 yrs 8 mos
State Registrations1 state
NC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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