Margaret Dunn, financial advisor Vestavia Hills AL

Margaret Dunn

CRD Number: 3029700
Current Firm: Steadmont Advisors, LLC

Margaret Dunn (CRD# 3029700) is an Investment Advisor Representative working at Steadmont Advisors, LLC in Vestavia Hills, AL and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Steadmont Advisors, LLC Vestavia Hills, AL Jan 2024 - Current < 1
Bank Of America, N.a. Birmingham, AL Jul 2011 - Jan 2024 12
Merrill Lynch, Pierce, Fenner & Smith Incorporated Birmingham, AL Jul 2009 - Jan 2024 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
Contact Info for Margaret C. Dunn
Phone Number: (205) 721-7005
Registered State(s):
  • AL
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL

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