Paul DunbarCRD Number: 1852737
Current Firm: M1 Capital Management LLC
Paul Dunbar (CRD# 1852737) is an Investment Advisor Representative working at M1 Capital Management LLC in Bloomfield Hills, MI and has over 28 years of experience in the finance industry.
Pathway Financial Planning
Plante Moran Financial Advisors
|M1 Capital Management||Bloomfield Hills, MI||Jul 2011 - Current||5|
|Purshe Kaplan Sterling||Albany, NY||Jul 2011 - Current||5|
|Td Ameritrade, Inc.||Bloomfield Hills, MI||May 2010 - Jul 2011||1|
|Thinkorswim, Inc.||Chicago, IL||Dec 2002 - May 2010||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1988|
|S65||NASAA Investment Advisors Law Examination||Jan 2004|
Total Assets Under Management262MILLIONS
Total Number of Accounts548ACCOUNTS
Average Account Value$478,484
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, FL, IL, IN, MI, NC, TX, UT, VA, WI
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