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William Henry Bunch II

William H. Bunch

MAZE FINANCIAL PLANNING
CHAPEL HILL, NC 27516
Some features on this profile are disabled
CRD#: 6657533
William Henry Bunch II

Professional summary

William Henry Bunch II, CFP®, who also goes by William Bunch, is a registered financial advisor currently at MAZE FINANCIAL PLANNING located in Chapel Hill, North Carolina.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. William has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

William 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) - RIA

Click below to view William Henry Bunch II'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®

Certified Financial Planner

Start date: 2019

Experience

Current

June 17, 2016 - Present

MAZE FINANCIAL PLANNING

Office #1: 400 Market Street Suite 105b, Chapel Hill, NC 27516
RIA
CRD#: 140934
CHAPEL HILL, NC

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
North Carolina
(6/17/2016)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/17/2016
Uniform Investment Adviser Law Examination

Current Firm

MF
MAZE FINANCIAL PLANNING
MAZE FINANCIAL PLANNING | MAZE FINANCIAL PLANNING, LLC

CRD#: 140934 / SEC#:

North Carolina
Registered Investment Advisory firm - (7/5/2006 Approved)
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Contact information

Main Address
400 Market Street Suite 105b, Chapel Hill, NC 27516
Mailing Address
Phone number
(919) 929-4103
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts99
AUM (Assets Under Management)$ 59,792,362

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

MAZE FINANCIAL PLANNING

CRD#: 140934Chapel Hill, NC 27516

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