Chad
Bunnell
Img Wealth Management, Inc
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About this Advisor
Chad Bunnell is a financial advisor based in Jacksonville, Florida, working with Img Wealth Management, Inc. Chad has previously held positions at Transamerica Financial Advisors, Inc, Lpl Financial, LLC, Principal Life Insurance Company, Principal Securities Inc, West Point Business Group, Madison Avenue Securities, Img Wealth Management, Inc, Principal Securities, Inc, Sole Proprietor, Harden, First Allied Securities, Inc, Usa Financial Securities, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Chad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Chad is part of Img Wealth Management, Inc, which operates out of Jacksonville, Florida. The firm has 7 employees and manages assets totaling $119.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Img Wealth Management, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Img Wealth Management, Inc Brokerage Details
$119,919,992
7
1,064
$112,707
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Chad Bunnell Work History
Madison Avenue Securities
Img Wealth Management, Inc
Sole Proprietor
Principal Securities, Inc
Principal Life Insurance Company
Principal Securities Inc
West Point Business Group
Lpl Financial, LLC
Harden
Usa Financial Securities
Penn Mutual Life Insurance Co
Hornor Townsend & Kent Inc
Transamerica Financial Advisors, Inc
First Allied Securities, Inc
Disclosures
Please visit the SEC profile of Chad Bunnell 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 Img Wealth Management, Inc
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
Jacksonville, FL
The content in this profile was updated by SmartAsset on 6/19/2024. 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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