Eric
Bunker

Benedetti, Gucer & Associates

CRD#838539
Investment Advisor
in Penngrove, CA

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About this Advisor

Eric Bunker is a financial advisor based in Penngrove, California. Bunker is on the advisory team at Benedetti, Gucer & Associates. Throughout their career, Bunker has worked at Raymond James Financial Services, Inc, Bunker Sonoma Mountain Vineyards, Raymond James Financial Services Advisors, Inc, Mec Financial Group, Bunker Hillside Cellers and Benedetti, Gucer & Associates. Bunker holds a Series 63 license, certifying them as a securities broker, and is able to serve investors in California and Texas. Benedetti, Gucer & Associates is a company based in Atlanta, GA. The investment advisory business has a total of 13 people on staff. It administers $365 million in assets under management across its 1,980 client accounts, making it one of the bigger firms in the United States by assets under management. Of its 1,980 client accounts, just 14% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely are based on the type of services offered. However, fees billed by Benedetti, Gucer & Associates most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Penngrove, CA

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Benedetti, Gucer & Associates Brokerage Details

Total Assets Under Management

$364,892,548

CA Average: $3,570,121,308
Total Number of Employees

13

CA Average: 58
Total Number of Accounts

1,980

CA Average: 1,608
Average Account Size

$184,289

CA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Eric Bunker Work History

Eric has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Benedetti, Gucer & Associates

2003 - Present (21 years)

Bunker Sonoma Mountain Vineyards

2010 - 2020 (10 years)

Mec Financial Group

2009 - 2023 (14 years)

Raymond James Financial Services Advisors, Inc

2005 - 2020 (15 years)

Bunker Hillside Cellers

1999 - 2023 (24 years)

Raymond James Financial Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Eric Bunker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Benedetti, Gucer & Associates

Erik Anhaus
Atlanta, GA
Baburhan Gucer
Atlanta, GA
Jaime Benedetti
Atlanta, GA
Adam Howard
Atlanta, GA
Heather Gardner
Atlanta, GA
Cheryl Scout
Atlanta, GA
Christopher Cristallo
Atlanta, GA
Arish Nurani
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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