Petr P Burunov JR

Petr P. Burunov

AMBASSADOR WEALTH MANAGEMENT
Vancouver, WA 98662-7918
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CRD#: 4293525
Petr P Burunov JR

Professional summary


Petr P Burunov JR, CFP®, who also goes by Petr P Burunov, is a registered financial advisor currently at AMBASSADOR WEALTH MANAGEMENT, LLC located in Vancouver, Washington.

Petr is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Petr has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Petr P Burunov

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.

CRS (Client Relationship Summary) - RIA


Click below to view Petr P Burunov JR's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

May 10, 2013 - Present

AMBASSADOR WEALTH MANAGEMENT, LLC

Office #1: 7720 Ne Vancouver Mall Drive Suite 100, Vancouver, WA 98662-7918
RIA
CRD#: 167064
Vancouver, WA
Past

July 19, 2012 - November 21, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
VANCOUVER, WA
Past

July 18, 2012 - November 21, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
VANCOUVER, WA
Past

January 19, 2011 - July 20, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
PORTLAND, OR
Past

January 12, 2011 - July 20, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PORTLAND, OR
Past

July 2, 2003 - January 29, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
VANCOUVER, WA
Past

June 26, 2003 - January 29, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

RIA
CRD#: 16361
VANCOUVER, WA
Past

May 1, 2001 - March 4, 2003

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
VANCOUVER, WA
Past

January 5, 2001 - March 4, 2003

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/15/2013)
IAR
Oregon
(5/10/2013)
IAR
Washington
(5/13/2013)

Exams


State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 31
Date: 1/16/2001
Futures Managed Funds Examination
General Industry/Product Exam

Current Firm


AW
AMBASSADOR WEALTH MANAGEMENT, LLC
AMBASSADOR FINANCIAL CONSULTANTS, LLC | AMBASSADOR WEALTH PARTNERS | AMBASSADOR WEALTH MANAGEMENT, LLC | AMBASSADOR WEALTH MANAGEMENT

CRD#: 167064 / SEC#:

California
Registered Investment Advisory firm - (5/15/2013 Approved)
Oregon
Registered Investment Advisory firm - (5/10/2013 Approved)
Washington
Registered Investment Advisory firm - (5/8/2013 Approved)
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Contact information


Main Address
7720 Ne Vancouver Mall Drive Suite 100, Vancouver, WA 98662-7918
Mailing Address
Phone number
(360) 314-6323
Established
Firm type
Fiscal year end
# of Employees
5

Regulatory assets under management


Total Number of Accounts218
AUM (Assets Under Management)$ 67,384,815

Red Flags


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Company Information


AMBASSADOR WEALTH MANAGEMENT, LLC

CRD#: 167064Vancouver, WA 98662-7918

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