Bruce Dunbar, financial advisor Ann Arbor MI

Bruce Dunbar

CRD Number: 1027191
Current Firm: Raymond James Financial Services Advisors, Inc.

Bruce Dunbar (CRD# 1027191) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Ann Arbor, MI and has over 42 years of experience in the finance industry.

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Company Name Location Dates Years
Bjd Office, LLC Ann Arbor, MI Jun 2013 - Current 10
Raymond James Financial Services Advisors, Inc. Ann Arbor, MI Sep 2010 - Current 13
Legacy Financial Ann Arbor, MI Dec 2006 - Current 17
Raymond James Financial Services Ann Arbor, MI Aug 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1982
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Bruce D. Dunbar
Phone Number: 727-567-3020
Registered State(s):
  • FL
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    275,430
    MILLIONS
  • Total Number of Accounts
    985,117
    ACCOUNTS
  • Average Account Value
    $279,591
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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