Brian B. Bunn

BRIAN B. BUNN CPA, PLLC

RALEIGH, NC 27609

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CRD#: 6999749

Professional summary

Brian Barefoot Bunn, CFP® is a registered financial advisor currently at BRIAN B. BUNN CPA, PLLC located in Raleigh, North Carolina.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brian has worked at 1 firm .

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.

Brian Barefoot Bunn is a CPA and accountant and will offer clients tax & accounting services to clients via BBBCP. Clients should be aware that these services may involve a conflict of interest. BBBCP always acts in the best interest of the client and clients are in no way required to utilize the services of any representative of BBBCP. 1142 Wimbleton Drive Raleigh, NC 27609. Approximate amount of hours spent on this outside activity is up to 30 hours a week. Brian Bunn is a 50% owner of Meadow Investments, LLC. This entity is used for personal commercial property investment located in Benson, NC. The approximate about of time he spends on this outside activity is up to 1 hour a month. Brian Bunn is a 100% owner of Yam Capital, LLC. This entity is used for personal commercial property investment located in Johnston County, NC. The approximate about of time he spends on this outside activity is up to 1 hour a month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Barefoot Bunn'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: 2021

Experience

Current

August 16, 2018 - Present

BRIAN B. BUNN CPA, PLLC

Office #1: 211 E Six Forks Rd Ste 210-a, Raleigh, NC 27609

RIA

CRD#: 298351

RALEIGH, 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
(8/16/2018)

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.

Exams

Current Firm

BRIAN B. BUNN CPA, PLLC

CRD#: 298351 / SEC#:

North Carolina

Registered Investment Advisory firm - (8/16/2018 Approved)

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Contact information

Main Address

211 E Six Forks Rd Ste 210-a, Raleigh, NC 27609

Mailing Address

Po Box 17032, Raleigh, NC 27619

Phone number

(919) 886-7094

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Brian B. Bunn

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Barefoot Bunn's CRS (Customer Relationship Summary).

Certified licenses

Experience

BRIAN B. BUNN CPA, PLLC

State Registrations and Notice Filings

Exams

Current Firm

BRIAN B. BUNN CPA, PLLC

Contact information

Documents

Red Flags

Company Information

BRIAN B. BUNN CPA, PLLC

TRUST BUT VERIFY

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