Alan Bunn has been an investment adviser representative at Garrett Wealth Advisory Group since January 2024, and is not listed among the firm’s executive officers or direct owners.
Garrett Wealth Advisory Group, LLC is a Weatherford, TX firm with $970M under management, 798 clients and 19 advisers across 4 offices, as of its September 2026 filing.
Alan Bunn’s longest registration is the current one, 2 years at Garrett Wealth Advisory Group since 2024. Before joining Garrett Wealth Advisory Group in 2024, Alan Bunn was registered through LPL Financial LLC.
- LPL Financial LLC– · under a yearLubbock, TX · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Alan Bunn is registered as an investment adviser representative in Texas, since January 2024.
- TexasSince 31 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 11 December 2023 |
| Series 7TO | General Securities Representative Examination | 10 November 2023 |
| SIE | Securities Industry Essentials Examination | 24 July 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Alan Joshua Bunn
- CRD
- 7219962
- Firm
- Garrett Wealth Advisory Group · CRD 173563
- Office
- 611 University Ave, Suite 220, Lubbock, TX 79401
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Alan Bunn work?
Alan Bunn is an investment adviser representative registered through Garrett Wealth Advisory Group, LLC since January 2024, and is not listed among the firm’s executive officers or direct owners.
Is Alan Bunn a financial advisor?
Yes. Alan Bunn has a current investment-adviser registration in Texas, through Garrett Wealth Advisory Group since January 2024.
How many years of experience does Alan Bunn have?
Alan Bunn has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Alan Bunn passed?
Alan Bunn has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in July 2023.
Where did Alan Bunn work before Garrett Wealth Advisory Group?
Before Garrett Wealth Advisory Group, Alan Bunn was registered through LPL Financial LLC, September 2023 to December 2023.
Where is Alan Bunn based?
Alan Bunn’s registered office is in Lubbock, TX.
Is Alan Bunn registered with FINRA?
No. Alan Bunn has no current broker registration.
How can I verify Alan Bunn’s record?
Search CRD 7219962 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alan Bunn’s full registration record.
