James C. Bunker
Professional summary
James Cooper Bunker is a registered financial advisor currently at PERFORMANCE TRACKING INC. located in Anacortes, Washington.
James is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1973. James has worked at 7 firms and has passed the Series 63, Series 15, Series 5, Series 3, Series 1, Series 000, Series 4, Series 24 and Series 12 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view James Cooper Bunker's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 19, 1992 - Present
PERFORMANCE TRACKING INC.
August 21, 2002 - December 31, 2012
1ST DISCOUNT BROKERAGE, INC.
October 25, 1991 - August 21, 2002
ACUMENT SECURITIES, INC.
March 30, 1988 - November 5, 1991
WELLS FARGO INVESTMENTS, LLC
February 1, 1984 - April 25, 1988
LEHMAN BROTHERS INC.
November 1, 1973 - November 23, 1975
DEAN WITTER & CO. INCORPORATED
October 1, 1973 - December 27, 1983
FOSTER & MARSHALL INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/19/1992)
Exams
Series 15
Date: 4/11/1986
Foreign Currency Options ExaminationSeries 5
Date: 10/3/1983
Interest Rate Options ExaminationSeries 1
Date: 10/25/1973
Registered Representative ExaminationSeries 000
Date: 10/1/1973
General Securities Principal ExaminationSeries 12
Date: 11/15/1980
NYSE Branch Manager ExaminationCurrent Firm
PERFORMANCE TRACKING INC.
CRD#: 116575 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 98 |
| AUM (Assets Under Management) | $ 56,656,036 |
Red Flags
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