Terry Brent Bunn
Investment Adviser Representative at BUCK Wealth Strategies, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Terry Brent Bunn is an investment adviser representative with BUCK Wealth Strategies, LLC in Leland, NC, where they have been registered since 2023. They have worked in the securities industry since 2016 and have been registered with 3 firms, including Primerica Advisors and Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in North Carolina.
Registrations & licenses
- Investment adviser:
- North Carolina
- Broker:
1 state or territory
North Carolina
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Edward JonesJan 2015 – Nov 2021St Louis, MO
- Primerica Financial ServicesJul 2022 – Oct 2023Wilmington, NC
- PFS Investments Inc.Oct 2022 – Oct 2023Wilmington, NC
- Globe LIFEApr 2022 – Aug 2022Wilmington, NC
- UnemployedNov 2021 – Apr 2022Leland, NC
- BUCK Wealth Strategies, LLCSep 2023 – no end date reportedShallotte, NC
- E.a. BUCK Financial ServicesOct 2023 – no end date reportedHonolulu, HI
- Madison Avenue SecuritiesOct 2023 – no end date reportedSan Diego, CA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BUCK Wealth Strategies, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 47
- Offices listed on AdvisorFinder:
- 12
- Main office:
- Denver, CO
- SEC file number:
- 801-126075
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 7, 2026
View full firm profileOther advisors at BUCK Wealth Strategies, LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Terry Brent Bunn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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