Unclaimed Profile

Brent Charles Bunger

LEGACY CAPITAL GROUP CALIFORNIA, INC.·LOS GATOS, California

SIE, Series 6, Series 7, Series 63CFP29 years registeredLEGACY CAPITAL GROUP CALIFORNIA, INC.

459 MONTEREY AVENUE, LOS GATOS, CA 95030CRD# 1488149Firm CRD# 111436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brent Charles Bunger · LOS GATOS, CA

Registration

CRD #1488149 · LEGACY CAPITAL GROUP CALIFORNIA, INC. · 29 years registered

Brand Profile

Not yet started

Career History

LEGACY CAPITAL GROUP CALIFORNIA, INC.

Jul 1997 – present

REACT INVESTMENT SOLUTIONS, LLC

Jun 2015 – Dec 2023

LOS GATOS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Registration record

First registered · July 1, 1997

Years registered · 29

Professional designation · CFP

Disclosure History

2020Customer Dispute·Settled

2019Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

LEGACY CAPITAL GROUP CALIFORNIA, INC.

CRD 111436 · SEC 801-69566

AUM

$444M

Regulatory assets under management

Employees

1,678 client accounts

Services offered by LEGACY CAPITAL GROUP CALIFORNIA, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at LEGACY CAPITAL GROUP CALIFORNIA, INC. →

Introduction

Speak with Brent

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brent is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOS GATOS?

Browse all registered financial advisors in LOS GATOS, California or claim this profile if it's yours.

Browse LOS GATOS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brent Charles Bunger offer?

Brent Charles Bunger specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in LOS GATOS, California for a consultation.

What are Brent Charles Bunger's credentials?

Brent Charles Bunger holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brent Charles Bunger located?

Brent Charles Bunger is based in LOS GATOS, California, working with LEGACY CAPITAL GROUP CALIFORNIA, INC.. Their office serves clients in the LOS GATOS metropolitan area and surrounding communities.

How does Brent Charles Bunger charge for services?

Brent Charles Bunger's firm is compensated through percentage of aum, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY CAPITAL GROUP CALIFORNIA, INC.?

LEGACY CAPITAL GROUP CALIFORNIA, INC. has approximately 18 employees and manages $444M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →