Terry B. Bunn

BUCK WEALTH STRATEGIES

Leland, NC

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CRD#: 6436099

Professional summary

Terry Brent Bunn is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Leland, North Carolina and MADISON AVENUE SECURITIES, LLC located in Shallotte, North Carolina.

Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Terry has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1. Name: EA Buck Financial Services; Address: 55 Merchant St. #2100 Honolulu, HI 96813; Investment Related: Yes; Position: Financial Advisor; Duties: Staff Planner - assisting clients with their financial reviews and insurance business activities; Hours Per Week: 50 Hours Per Week; Start Date: 9/18/2023; 2. Name: Buck Wealth Strategies; Address: 55 Merchant St. #2100 Honolulu, HI 96813; Investment Related: Yes; Position: Investment Advisor Representative; Duties: Staff Planner - assisting with clients on the administration and client financial reviews; Hours Per Week: 50 Hours Per Week; Start Date: 9/18/2023.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Brent Bunn's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 23, 2023 - Present

BUCK WEALTH STRATEGIES, LLC

RIA

CRD#: 322138

Leland, NC

Current

October 27, 2023 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 5039-5 Main St., Shallotte, NC 28470

RIA

CRD#: 23224

Shallotte, NC

Past

February 10, 2023 - October 24, 2023

PFS INVESTMENTS INC.

RIA

CRD#: 10111

WILMINGTON, NC

Past

October 3, 2022 - October 24, 2023

PFS INVESTMENTS INC.

CRD#: 10111

WILMINGTON, NC

Past

August 7, 2015 - December 16, 2021

EDWARD JONES

RIA

CRD#: 250

LELAND, NC

Past

April 7, 2015 - December 16, 2021

EDWARD JONES

CRD#: 250

LELAND, NC

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR

North Carolina
(10/23/2023)

North Carolina
(10/30/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/29/2015

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/7/2015

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

BUCK WEALTH STRATEGIES, LLC

BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA

Registered Investment Advisory firm - (7/12/2022 Approved)

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Contact information

Main Address

4600 S. Syracuse Street Suite 650, Denver, CO 80237

Mailing Address

Phone number

(888) 210-6567

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (28 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts	3,982
AUM (Assets Under Management)	$ 565,377,646

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/03/2024	Cover Page	Report
01/26/2024	Cover Page	Report

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.

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Terry B. Bunn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Brent Bunn's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

PFS INVESTMENTS INC.

PFS INVESTMENTS INC.

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

BUCK WEALTH STRATEGIES, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/29/2015

SIE

Date: 10/1/2018

Series 7

Date: 4/7/2015

FINRA

Current Firm

BUCK WEALTH STRATEGIES, LLC

Contact information

SEC notice filing (28 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

BUCK WEALTH STRATEGIES, LLC

TRUST BUT VERIFY

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