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Richard E. Bunch

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CRD#: 35113
RB

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Richard Eugene Bunch, who also goes by Dick Bunch, was a registered financial professional .

Richard is a previously registered financial professional and started their career in finance in 1968. Richard had worked at 7 firms and has passed the Series 65, Series 63, Series 1, Series 53, Series 27 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Dick Bunch

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 1, 1989 - November 6, 1990

WORLD INVEST CORPORATION

BD
CRD#: 17223
DEERFIELD BEACH, FL
Past

September 6, 1988 - December 12, 1989

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA
Past

January 2, 1988 - March 29, 1988

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Past

September 19, 1986 - September 22, 1988

HERITAGE EQUITY PLANNING CORPORATION

BD
CRD#: 18181
WILLIAMSBURG, VA
Past

April 26, 1983 - January 2, 1988

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY

BD
CRD#: 2682
Past

October 22, 1982 - October 7, 1986

SUMMIT EQUITIES, INC.

BD
CRD#: 11039
Past

September 25, 1968 - June 9, 1982

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
IAR
Series 65
Date: 6/18/1990
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 1
Date: 9/18/1968
Registered Representative Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


WI
WORLD INVEST CORPORATION
BICO SECURITIES, INC. | WORLD INVEST CORPORATION

CRD#: 17223 / SEC#: , 8-35106

BD
Cancelled by SEC on 02/24/1998
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 10/15/1985
Firm type
Corporation
Fiscal year end
March
# of Employees

Documents


Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


WORLD INVEST CORPORATION

CRD#: 17223

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