Eric William Bunker | Financial Professional

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Eric William Bunker was a registered financial professional .

Eric is a previously registered financial professional and started their career in finance in 1977. Eric had worked at 8 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

No

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)BUNKER SONOMA MOUNTAIN VINEYARDS;NOT INVESTMENT RELATED;07/2003-PRESENT;PENNGROVE, CA;WINERY;20 HRS WKLY;0 HRS DURING TRADING;CO-OWNER 2) MEC Financial ; NOT INVESTMENT RELATED; 07/1991 - PRESENT; PENNGROVE, CA; 20 HRS WKLY; OWNER; COMPANY USED TO PAY BUSINESS EXPENSES Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner-checking account to pay overhead

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 6, 2024 - December 31, 2025

BEAM WEALTH ADVISORS, INC.

RIA

CRD#: 109867

Penngrove, CA

Past

March 20, 2023 - June 17, 2024

BENEDETTI, GUCER & ASSOCIATES

RIA

CRD#: 166911

Penngrove, CA

Past

January 2, 2009 - March 20, 2023

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

PETALUMA, CA

Past

December 8, 2006 - January 2, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

RIA

CRD#: 6694

PETALUMA, CA

Past

January 4, 1999 - March 20, 2023

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD

CRD#: 6694

PETALUMA, CA

Past

July 16, 1990 - January 4, 1999

ROBERT THOMAS SECURITIES, INC

BD

CRD#: 10147

ST. PETERSBURG, FL

Past

May 24, 1982 - June 6, 1990

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

BD

CRD#: 76

Past

February 1, 1978 - June 2, 1982

SUTRO & CO. INCORPORATED

BD

CRD#: 801

Past

June 1, 1977 - March 4, 1978

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

BD

CRD#: 572

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".

BW

BEAM WEALTH ADVISORS, INC.

CRD#: 109867 / SEC#: 801-60334

RIA

Registered Investment Advisory firm - (6/22/2001 Approved)

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

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

State Security Law Exam

RR

Series 63

Date: 10/12/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 5/21/1977

General Securities Representative Examination

Principal/Supervisory Exam

RR

Series 24

Date: 9/5/1996

General Securities Principal Examination

Current Firm

BW

BEAM WEALTH ADVISORS, INC.

CRD#: 109867 / SEC#: 801-60334

RIA

Registered Investment Advisory firm - (6/22/2001 Approved)

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Contact information

Main Address

72096 Ramos Avenue Suite D, Covington, LA 70433

Mailing Address

Phone number

(985) 893-1440

Established

Firm type

Fiscal year end

# of Employees

17

SEC notice filing (34 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BEAM BWA BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	5,006
AUM (Assets Under Management)	$ 1,314,316,357

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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Advisor Monitoring

Firm Stability Insights

Eric W. Bunker

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

BENEDETTI, GUCER & ASSOCIATES

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

RAYMOND JAMES FINANCIAL SERVICES, INC.

ROBERT THOMAS SECURITIES, INC

BATEMAN EICHLER, HILL RICHARDS, INCORPORATED

SUTRO & CO. INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.

Primary Firm SEC Registration

BEAM WEALTH ADVISORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 10/12/1990

SIE

Date: 10/1/2018

Series 7

Date: 5/21/1977

Series 24

Date: 9/5/1996

Current Firm

BEAM WEALTH ADVISORS, INC.

Contact information

SEC notice filing (34 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BEAM WEALTH ADVISORS, INC.

TRUST BUT VERIFY

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