Benjamin F. Edwards & Company
44yrs
Top advisor by experience in Harrison
16yrs
Chad Bundy
Full name on record: Chad Lee Bundy
Financial advisor at Raymond James Financial Services Advisors
Based in Harrison, Arkansas, Chad Bundy is a fiduciary financial advisor with 16 years of industry experience. Chad joined Raymond James Financial Services Advisors in 2011, a firm offering financial planning, investment management, and retirement plan consulting. Raymond James Financial Services Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 22 advisors with offices in Harrison, and one of 21 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?More experience than 51% of advisors in Arkansas
Office303 N Main Street Suite 106, Harrison, AR 72601
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$700,796
Advisors at the firm6,468
States licensed ?2 states
Services through Raymond James Financial Services Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2011 – nowRaymond James Financial Services Advisors, Inc.Current firm
Contact Chad
(727) 567-3020Firm headquarters in Saint Petersburg, FL. Ask for Chad. 303 N Main Street Suite 106Harrison, AR 72601Office · Get directions LinkedIn pageRaymond James Financial Services Advisors
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Questions to ask Chad
Tailored to Chad’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Chad
How do I contact Chad?
Call Raymond James Financial Services Advisors at (727) 567-3020 and ask for Chad Bundy. Chad works from the Harrison, AR office.
How long has Chad been a financial advisor?
Chad has been in the industry since 2011, about 16 years. More experience than 51% of advisors in Arkansas.
What licenses does Chad hold?
Series 66. Tap any license on this page to see what it allows.
Is Chad a fiduciary?
Chad is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Chad paid?
Raymond James Financial Services Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Chad for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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