Paul Dunbar, financial advisor Bloomfield Hills MI
93 score

Paul Dunbar

CRD 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.

Similar Advisors
Greg Brown, financial advisor Bloomfield Hills MI
Greg Brown
CRD# 6002011
Pathway Financial Planning
Score
105
Similar Advisors
James Carnaghi, financial advisor Bloomfield Hills MI
James R. Carnaghi
CRD# 6431871
Spc
Score
99
Similar Advisors
Ryan Fedricks, financial advisor Bloomfield Hills MI
Ryan L. Fedricks
CRD# 6177716
Plante Moran Financial Advisors
Score
103
Company Name Location Dates Years
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
Contact Info for Paul R. Dunbar
Phone Number: 248-647-1780
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    262
    MILLIONS
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $478,484
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

CA, FL, IL, IN, MI, NC, TX, UT, VA, WI

Ready to hire a financial advisor? Get competitive proposals from Paul Dunbar and other advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.